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About Us

NoLoad FundX is published by FundX Investment Group, which has been managing fund portfolios since 1969.

Wealth Management

FundX Investment Group was founded in 1969 with the simple idea that investors deserved better. Investors deserved advisors who would act in their best interest and strategies that helped them adapt to changing markets.

This was a pretty radical idea at the time. Back then, you typically invested through a broker, who sold mutual funds that weren’t always great investments. The funds usually had sales commissions that rewarded the broker, not you.

We chose to put investors first. We were one of the first advisors to use commission-free or noload funds to actively manage client accounts. As registered investment advisors, we’re fiduciaries who are required to act in our clients’ best interests. We do better when you do better.

Looking for an investing partner? Let’s find out if we’re a good fit.

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Mutual Funds

FundX investment strategies packaged as mutual funds ($1,000 minimum investment).
Find out how our five actively managed portfolios of funds can help simplify your investing.

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