NoLoad FundX
NoLoad FundX is a monthly newsletter recommending mutual funds and ETFs for a variety of risk tolerance-based portfolios. Since 1976, the newsletter has helped thousands of investors find top performing no load funds. Janet Brown’s strategy, Upgrading, involves buying ETFs and no-load mutual funds designed to keep investors in the best areas of the market and out of the worst ones. She identifies opportunities in the current stock and bond markets and helps investors respond to changing markets in a disciplined, time-tested way. FundX's model portfolio of core diversified stock funds has outperformed the S&P 500 Index for over 40 years.
NOLOAD FUNDX FEATURES
-
Top-rated fund strategies.
Strategies designed to keep you in the best areas of the market and (just as importantly) out of the worst ones.
-
40+ year track record.
FundX Newsletter "has beaten the stock market over the past four decades," Mark Hulbert, MarketWatch, July 2018.
-
Know what to pay attention to and what funds to buy and sell. No magic. Just facts.
-
Easy-to-use online tools.
Keep track of the funds & ETFs you own now and the ones you might want to own in the future.
ADDITIONAL FEATURES
-
Track hundreds of funds and ETFs.
Get monthly updates on hundreds of no load mutual funds and ETFs from major fund companies like Vanguard, iShares, Fidelity, and T. Rowe Price as well as boutique firms like Ariel and Matthews.
-
Keep risk under control.
Funds and ETFs are grouped into five risk classes, ranging from aggressive stock funds to conservative bond funds, to help you find funds that are right for you and control how much risk you're taking.
-
Know which funds to buy, hold or sell.
Get specific, easy-to-understand instructions on which funds and ETFs to own now and when it's time to move on to other funds, so you'll always know what to do.
SUBSCRIPTION PRIVILEGES
Bi-weekly issues in PDF format
Specific bi-weekly buy and sell recommendations
Bi-weekly ratings of the top 400 (every month) and 750 (mid-month) no-load mutual funds according to Janet’s proprietary Fund*X scoring method
Janet’s Monthly Upgrader Portfolio including her favorite international funds
FREE Special Reports: NEW NoLoad FundX Allocation Guide, Tools For Changing Bond Markets & NoLoad FundX Exchange Traded Funds.
Unlimited access to an archive of back issues
ABOUT THE EDITOR
Janet Brown is the CEO of FundX Investment Group, a San Francisco-based RIA that has helped generations of clients build and preserve wealth for 50+ years.
Her acclaimed upgrading strategy is an active approach that uses mutual funds and ETFs to capitalize on global market trends.
She is a widely recognized expert and a frequent guest on national media.