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DIY Investment Tools

Monthly mutual fund guidance to help you invest wisely and with confidence.

Take the guesswork out of investing

Find out why thousands of fund & ETF investors trust NoLoad FundX to help them take charge of their investments.

Top-rated fund strategies

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

40+ year track record

NoLoad FundX "has beaten the stock market over the past four decades," Mark Hulbert, MarketWatch, July 2018

Monthly investing guidance

Monthly investing guidance

Know what to pay attention to and what funds to buy and sell. No magic. Just facts.

Easy-to-use online tools 

Easy-to-use online tools

Keep track of the funds you own now and the funds you might want to own in the future.

Investing is something most people can do, even those who never imagined they could.

Janet Brown, FundX President & CEO

Real Results

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You don't have to own high-risk investments to get ahead. 

FundX's model portfolio of core diversified stock funds has outperformed the S&P 500 Index over the long term.

Chart shows model performance of NoLoad FundX’s diversified stock fund (Class 3) portfolio since 1980. Results are calculated monthly by an independent data service, Hulbert Ratings, LLC.  

 

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Want a professionally managed portfolio customized to your personal goals and unique risk needs?
Let’s see if we’re a good fit.

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