In the Press

Recent Articles and Mentions regarding NoLoad FundX:

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The Best Investing Advice? Maybe Not the Conventional Method
– New York Times
October 28, 2011

"The best-performing funds were not necessarily those with the lowest expenses, the ones run by the best-known managers, or the ones focused on any particular strategy."

  • ETFs, events trip Legg Mason star Bill Miller
    – Reuters
    November 21, 2011

    “Access to ETFs has given investors a feeling that they should be more active in the market than they otherwise would be, which is adding to volatility, said Jason Browne, chief investment officer at DAL Investment Co in San Francisco.”
  • Miller Hangs Up His Spikes
    – Barrons
    November 19, 2011
  • A Different Sort of Investment Strategy
    – New York Times Bucks blog
    October 28, 2011

    “DAL Investment uses data like this for its own unique investing style. Its “upgrading” strategy is meant to identify trends early and invest in those funds, regardless of what those trends are.”
  • New Age Investing (video)
    – Forbes
    August 10, 2011

    In this eight-minute video with Forbes editor Matt Schifrin, Janet Brown explains why we use both funds and ETFs and why we believe near-term performance is more predictive than long-term performance.
  • Guru’s Corner: Buy U.S. Growth Funds (by Janet Brown)
    – Marketwatch.com
    August 6, 2011

    “We know that if we keep aligning with current leaders, eventually this will lead us to capitalize on prevailing market trends.”
  • Mutual fund bosses pull down big paychecks
    – USA Today
    April 6, 2011

    "DAL Investment Company, best known for its venerable newsletter, NoLoad FundX."
  • NoLoad FundX Newsletter Profiled
    – Hulbert Financial Digest
    March 2010

    “To the extent that any conclusion can be drawn from the nearly 30 years of track records that the HFD has calculated for the newsletter, it would be that the newsletter has done better in recent years than it did a few decades ago.”
  • 2009 Best List: Best Investing Newsletter
    – Kiplinger’s Personal Finance
    December 2009

    NoLoad FundX was named the “best investing newsletter” in Kiplinger’s annual “Best List”.
  • A Quarter When Mutual Fund Rankings Didn’t Matter
    – New York Times
    January 24, 2009

    “Much research has found that stock funds with the best performance over the trailing 6 to 12 months tend to keep outperforming for up to an additional year.”
  • Momentum Strategies for Investing in Funds (video)
    – Kiplinger.com
    2008

    “One newsletter in particular that has the best record is called NoLoadFundX. It’s a newsletter that applies a remarkably simple strategy.”
  • She Only Buys What’s Hot
    – Kipliners Personal Finance
    June 1, 2008

    “Brown isn't alone in using a momentum strategy for picking funds. But her record is one of the best.”
  • Top Mutual Fund Picks
    – CNBC
    June 26, 2007
  • Money Manager Interview
    – The Wall Street Transcript
    June 11, 2007
  • Adapt & Prosper
    – Ticker Magazine
    May 30, 2007
  • Gaining Momentum
    – The Wall Street Journal
    January 7, 2007
  • A Fund Manager's Fund Picks (video)
    – Marketwatch.com
    December 2006
  • The Best List: Best Fund Newsletter
    – Kiplinger's
    November 2006
  • What Constitutes the Long Term?
    – Marketwatch.com
    August 18, 2006
  • A Few Managers Look To Europe For Returns
    – Investor's Business Daily
    August 4, 2006
  • Reading Investment Newsletters' Fine Print
    – Marketwatch.com
    June 26, 2006
  • Be Wary of Newsletters
    – The Wall Street Journal
    June 25, 2006
  • A Manager Juices Performance with ETFs
    – Investor's Business Daily
    June 20, 2006
  • Four International Funds at the Top of Their Games
    – BottomLine Secrets
    April 2006
  • Managers Mix Funds, ETFs To Boost Results
    – Investor's Business Daily
    March 30, 2006
  • Trend Spotter
    – Kiplinger's Personal Finance
    January 2006
  • How Fund Rankings Can Cause Stocks to Gyrate
    – New York Times
    October 2005
  • The Best Over 25 Years
    – Kiplinger's Personal Finance
    October 2005
  • Lessons of the Last Quarter Century: Tie Yourself to Your Strategy
    – AAII Journal
    September 2005
  • Top Performing Newsletters
    – Consumer Reports Money Adviser
    March 2005
  • The Longer the Track Record, The Sharper the Image
    – AAII Journal
    June 2004
  • They Ride the Hot Funds
    – Kiplinger Personal Finance
    March 2004
  • Janet Brown: Glowing In The Wind
    – Forbes.com
    August 13, 2003
  • The Inside Scoop
    – Washington Post
    April 6, 2003
  • 'Upgrading' to better returns
    – Marketwatch.com
    Guru's Corner by Janet Brown
    March 14, 2003
  • The Best of the Newsletters – James K. Glassman
    – Washington Post
    December 29, 2002
  • Wall Street Week Top Performers
    – Wall $treet Week with Fortune
    September 20, 2002
  • Janet Brown Bets On Value
    – Forbes
    September 23, 2002
  • Upgrader funds always follow the leaders
    – CNBC – MSN Money
    August 20, 2002
  • The Inside Scoop
    – Washingtonpost.com
    August 11, 2002
  • Getting a Handle on Falling Knives
    – Forbes
    July 23, 2002
  • Momentum Is Fleeting.
    So How to Capture It in Funds?
    – New York Times
    July 7, 2002
  • The Inside Scoop
    – Washingtonpost.com
    March 31, 2002
  • The Forbes/Hulbert Investment Letter Honor Roll
    – Forbes
    February 11, 2002
  • A Mutual Fund Momentum Strategy With Staying Power
    – Forbes
    October 24, 2001
  • Fund of Funds Shows Solid Returns in Slow Times
    – San Francisco Business Times
  • Wise up to the men of letters
    – Financial Times
    Weekend July 28 / July 29, 2001