forbesimage“We all want to know what the future holds — whether it’s what happens in a gripping novel or that happens in the stock market,” FundX President Janet Brown wrote in her latest Forbes piece, How You Can Avoid the Lure of Stock Market Stories.

Click here to read Janet’s Forbes piece.

Stock market stories make us feel like we know what the future holds. “These stories tap into our desire to understand what’s happening in the market, and our belief that if we understand the market, then we’ll know how to invest in it,” Janet wrote. But she warned that investors who get too attached to these stories may end up making costly mistakes.

Rather than focusing on stories, Janet explained that “a better option is to have a plan that helps you adapt to different market environments without relying on market predictions or market stories.” One such plan is NoLoad FundX, which gives investors clear directions based on numbers, not market stories or forecasts.

Click here to find out how you can avoid getting sidetracked by stock market stories.


distributionupdateTo help you prepare for year-end distributions, we’re sharing distribution estimates for some of the funds in NoLoad FundX as fund companies make this information available.

Matthews Asia estimated distribution information 

Hennessy estimated distribution information

Wells Fargo Advantage estimated distribution information

 Sit Funds estimated distribution information

Remember that Ariel Funds, including recent leader Ariel (ARGFX), is making distributions today.

Click here to get estimated distribution information for other fund companies.


3 Leading Sustainable Responsible Investing (SRI) Funds

November 18, 2014

There are now hundreds of sustainable responsible investing funds, or SRI funds, on the market. These funds seek out companies that have strong environmental, social or corporate governance (ESG) characteristics. With so many SRI funds to choose from, it can be a challenge for investors to decide which funds to own and when to move […]

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4 Facts You Should Know about Market Trends

November 13, 2014

Markets change over time. Different kinds of stocks come in and out of favor. In 2013, for example, small-caps were in favor, but this year, large-caps have been the place to be. We aim to help investors capitalize on major market trends, and in a recent interview on the online MoneyLife show, FundX CIO Jason […]

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Distribution Update – Ariel, Vanguard, Janus, Dodge & Cox

November 11, 2014

To help you prepare for year-end distributions, we’re sharing distribution estimates for some of the funds in NoLoad FundX as fund companies make this information available. Ariel estimated year-end distribution information Ariel (ARGFX) is expected to make a sizeable distribution of primarily long-term capital gains on November 20, 2014. Vanguard estimated year-end distribution information Janus […]

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Janet Brown’s November 2014 Market Update (video)

November 7, 2014

Janet Brown looks at how investors can respond to changing stock and bond markets in her latest video. Click below to watch. Having difficulty viewing this video? Find it on Youtube here. Transcript October stock markets are often scary, and this year was no exception. Stocks sold off sharply in the first half of October, but […]

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Distribution Update – Fidelity, T. Rowe Price, Harbor, Primecap & Baron Funds

November 6, 2014

Most stock mutual funds distribute capital gains and income to shareholders at the end of the year, and there may be bigger payouts this year than previous years so it’s important to keep distributions in mind as you’re trading in the next few months. To help you prepare for year-end distributions, we’re sharing distribution estimates for some of the […]

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Markets Snap Back

November 4, 2014

U.S. markets rebounded from sharp pullbacks once again this year. As in January, April, August and September, investors bought the dip in October, and intense buying wiped out the losses. The S&P 500 gained 2.4% for October, and the Dow was up 2.1%. Previously weak small-caps had a terrific month, up 6%. Yet small-caps are […]

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November 2014 Fund & ETF Changes

November 3, 2014

Two Oakmark Funds Closed to New Investors Class 2 Oakmark International Small Cap (OAKEX) and Class 3 Oakmark Global (OAKGX) closed to new investors on October 10, 2014. These funds were moved to the online Supplement. Added to NoLoad FundX IQ Hedge Multi-Strategy (QAI) was added to Class 4. MetroWest Unconstrained Bond (MWCRX) was added […]

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3 Alternative Fund Strategies

October 28, 2014

Alternative funds seek to offer investors an alternative to stock and bond funds. These funds often use complex strategies (some of which were once available only to very large investment accounts through hedge funds). Some alternative funds use options, arbitrage or alternative assets as a hedge against stocks. Here are three common strategies, all available […]

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