FundX Investment Group

Established in 1969, FundX Investment Group (formerly known as DAL Investment Company) pioneered the use of noload mutual funds to professionally manage investment portfolios for clients. The firm designs multi-million dollar portfolios and has $2 billion under management.

FundX’s performance is rooted in a systematic investment discipline known as Upgrading. This strategy allows the firm to be invested in the best performing mutual funds available – whatever the current market conditions.

There are three services which provide access to the benefits of the Upgrading strategy.

Investment Advisory Services

FundX provides personalized portfolio management for private clients.

NoLoad FundX

Published since 1976, this widely-read newsletter delivers the tools investors need to apply the Upgrading methodology to their own portfolios.

FundX Upgrader Funds

A series of noload mutual funds managed by FundX's portfolio management team following the same Upgrading principles used to manage private client portfolios.