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How It Works

NoLoad FundX is a monthly report that gives you the tools and strategies you need to take charge of your investments.
Get info on hundreds of funds & ETFs

Track hundreds of funds & ETFs

You'll get monthly updates on hundreds of noload mutual funds and ETFs from major fund companies like Vanguard, iShares, Fidelity, and T. Rowe Price as well as boutique firms like Ariel and Matthews.

 

Choose your risk level

Keep risk under control

Funds are grouped into five risk classes, ranging from aggressive stock funds to conservative bond funds, to help you find funds that are right for you and control how much risk you're taking. 
Know when to Buy, Hold, or Sell

Know which funds to buy, hold or sell

You'll learn an active fund investing strategy that helps you own funds while they're in favor and move on when markets inevitably change–a process we call Upgrading. 

Say it helps them know when to buy, hold, & sell funds

90% of NoLoad FundX members

Say they find funds they wouldn't have found on their own

85% of NoLoad FundX members

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Get monthly investment guidance trusted by thousands of fund investors.