forbesimageAre you holding funds only because you’re afraid of how you might feel if you sold them or because you don’t feel confident about your investment decisions?

Many investors find it difficult to sell funds – even funds that aren’t performing well or funds that no longer meet their goals. But as FundX President Janet Brown wrote on Forbes, investors who avoid selling funds “risk missing out on the opportunity of owning stronger performing funds or funds that may be better suited to our particular goals.”

How can you become better at selling funds? Janet shared three tips:

1. Reframe how you think about selling funds

Selling funds is a normal part of investing, Janet wrote. “Many, if not most, of the funds we buy will eventually be sold. We may sell a fund in order generate income in retirement or to rebalance our allocation to stock and bond funds…. If we accept that most of the funds we hold will eventually be sold, then selling a fund becomes less personal and more about our overall investment goals.”

2. Make sure you have a sell strategy

Continue reading “On Forbes: 3 Ways to Get Better at Selling Funds” »


stocksbonds-mar15February was a robust month for nearly all areas of the stock market. The S&P 500 had its best monthly performance in four years, and even international indexes like the EAFE had gains.

While large-cap U.S. stocks have been the place to be for over a year now, more stocks are participating in the market’s rally and more funds are outperforming market cap-weighted indexes like the S&P 500. Even the NASDAQ, which fell almost 80% from its peak in March 2000, is within sight of its all-time high.

What’s Working

Continue reading “A Strong Month for Stock Markets” »


The Benefit of Balanced Funds

February 26, 2015

In the March 1, 2015 issue of Bottom Line/Personal, FundX President Janet Brown wrote about the benefits of balanced funds. (The article is currently only available to Bottom Line subscribers). Balanced funds invest in both stocks and bonds so they may be able to “provide a cushion of safety along with potential for strong gains,” […]

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Mutual Funds Still Outnumber ETFs – and That’s Reflected in NoLoad FundX

February 24, 2015

An investor recently asked, “Why does NoLoad FundX includes so many actively managed funds when there are so many other lower cost funds and ETFs available?” It’s true that we list more actively managed funds than ETFs in NoLoad FundX, and that’s in part because funds still far outnumber ETFs. According to the Investment Company […]

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How Much of Your Portfolio Should Be in Stocks?

February 19, 2015

How much of your portfolio should you invest in stocks or stock funds? This is a crucial question that all investors must answer for themselves. If you have too little in stocks, you may not generate enough return to achieve your goals. But if you have too much in stocks, you may not have the […]

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Do Funds Pay to be in NoLoad FundX?

February 17, 2015

An interesting question came up on our Facebook page recently: Do fund companies pay us to get their funds listed in NoLoad FundX newsletter? The answer is no. We do not charge funds to be included in the newsletter. Frankly we think that would be unethical. The funds in NoLoad FundX are those that have […]

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Broker Update: Fidelity’s Transaction Fee Varies Per Fund

February 12, 2015

Fidelity has lowered the transaction fee it charges for some mutual funds on its brokerage platform from $75 to $49.95. But investors will have to do a little research to determine which funds are charged $49.95 and which funds continue to be charged $75. Most funds at Fidelity are available as ‘no transaction fee’ or […]

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Janet Brown’s February 2015 Market Update (video)

February 10, 2015

2015 has already defied expectations. What does this mean for the rest of the year? FundX President Janet Brown explains in her latest video. Click below to watch. Having difficulty viewing this video? Find it on Youtube here. Transcript

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As Goes January So Goes the Year?

February 3, 2015

January was a lousy month for stocks and a great month for bonds. Who knew? Contrary to expectations, interest rates plunged. At 1.68%, the 10-year U.S. Treasury yield is now below the 2% dividend yield offered by the S&P 500 Index. According to market lore, as goes January so goes the year—but not always. In […]

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February 2015 Fund & ETF Changes

February 2, 2015

Each month, we highlight changes to the funds and ETFs listed in the monthly newsletter and online. Closed to New Investors Dodge & Cox International (DODFX) closed to new investors on January 16, 2015. We aim to list funds that are open to new investors, so we moved the fund to the online Supplement. Newly […]

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