Upgrading is a systematic investing methodology that involves buying noload mutual funds that rank highly in our scoring system, and holding those funds as long as they continue to outperform their peers. When funds we are holding fall down in the rankings, we sell them and move on to the new current winners..
NoLoad FundX provides subscribers with the tools to follow the strategy. There are many ways to implement the Upgrading system, and we invite you to tailor your approach to suit your own situation. more››
NoLoad FundX was rated by the Hulbert Financial Digest as the #1 performing newsletter on a risk-adjusted basis for the 27.5 years ending
December 2007. The Hulbert Financial Digest, the watchdog of investment newsletters, regularly rates NoLoad FundX as one of the very best performing newsletters for the 25, 20, 15 and 10 year periods. more››
NoLoad FundX's Class 3 portfolio turned in an impressive 18% annualized gain for the 27.5 years ending December 31, 2007. more››
Recent Articles and Mentions regarding NoLoad FundX. more››