Main page content

How It Works

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

Track hundreds of funds & ETFs

You'll stay up to date 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, so you can 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

Rely on a strategy that helps you own funds with strong recent returns, hold these funds while they're in favor, and and move on when markets inevitably change – a process we call Upgrading.


Step 1 of 2

Join NoLoad FundX

Get monthly investment guidance trusted by thousands of fund investors.