NoLoad FundX Founder Burt Berry Turns 90

April 17, 2012

All of us at FundX Investment Company recently gathered together to wish founder Burt Berry a happy 90th birthday. Long term subscribers to NoLoad FundX will need no introduction to Burt Berry. Burt started FundX Investment Group (then called DAL Investment Company) in 1969 and launched NoLoad FundX in 1976. Burt sold the firm in […]

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How Does Short-Term Performance Affect Our Rankings?

April 10, 2012

In our recent subscriber survey, a reader asked us to explain “why some funds are rated as a buy even though they have a worse short-term performance than some funds rated sell.” The short answer is that the FundX rankings include 12-month total returns. In NoLoad FundX, funds are ranked by their FundX Score – […]

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Understanding Broker Transaction Fees

February 28, 2012

Most brokers have some mutual funds that are available without transaction fees (NTF) and other mutual funds that are available for a fee. Transaction fees seem straightforward, but brokers don’t all apply transaction fees in the same way. At most brokers, you’re charged a transaction fee on each time you trade a fee fund: buying […]

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Reality Based Investing

February 23, 2012

We invest based on what is happening in the markets rather than what we think might happen in the markets – we think of this as reality-based investing.  When we’re asked where the market is headed, our answer is simple: we don’t know for sure, and we don’t believe anyone else knows either. But although […]

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On Forbes: Commission-Free ETFs

February 21, 2012

If you missed our January 26, 2012 post on commission-free ETFs, click over to the Forbes Intelligent Investing blog and read NoLoad FundX editor Janet Brown’s latest contribution, Are Commission-Free ETFs Really Cheaper? Janet looked at how much it costs to trade ETFs at eight common brokers and how many ETFs are available without commissions. […]

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Subscriber Q&A: Yield or Total Return?

February 16, 2012

Subscriber Question: Should I consider a fund’s yield or its total return? NoLoad FundX answer: When selecting funds, we focus on total return which measures how a fund has performed, including both the gain (or loss) in share value, plus all income the fund distributed — whether the distribution was reinvested to buy more shares […]

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Five Reasons to Love Mutual Funds

February 14, 2012

Today with so much focus on exchange traded funds (ETFs), some wonder why we, or any investor, should continue to use noload funds at all. Our answer is the same as it was nearly 50 years ago: because markets change, and funds—whether they are structured as mutual funds or ETFs—make it easy to respond to […]

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A Strong Start to 2012

February 7, 2012

Markets were relatively calm in January and the S&P 500 climbed to a six-month high. The U.S. economic news has recently improved, and fears of a double-dip recessions have subsided. Yet, pain from the bursting global debt bubble has overshadowed record corporate profits, reasonable valuations and promises by the Fed to keep interest rates near […]

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Dividend Funds, Defensive Sectors Continue to Lead

January 17, 2012

2011 was a volatile and difficult year in which most forecasts proved wrong. Despite modest gains for the S&P 500 and Dow Jones Industrial Average, not one diversified fund category managed positive returns last year.  Neither growth, blend nor value fund categories saw gains. The same pattern holds true among large- and small-cap fund categories: […]

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On Forbes: 2012 Tax Rules

December 23, 2011

NoLoad FundX editor Janet Brown shared some useful cost basis information in her post on the Forbes Intelligent Investing blog, What Mutual Fund Investors Need to Know about the New 2012 Tax Rules. Janet explained how cost basis reporting will change in 2012, and how investors can prepare for these changes. “Most custodians will default […]

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