4 Myths of Momentum Investing

February 16, 2017

Stocks and mutual funds experience momentum—meaning that recent performance tends to persist. A stock or a fund that is doing well lately tends to continue to do well in the coming months or even years. Momentum investing strategies, like our own Upgrading approach, attempt to take advantage of this by investing in funds that have […]

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The Best Performing Momentum Strategy

February 11, 2017

Did you see Mark Hulbert’s recent Marketwatch article about momentum investing, How to bet on stock market momentum? It’s focused on momentum investing strategies, like our Upgrading approach. Not all momentum strategies have a good track record, Hulbert noted. But NoLoad FundX’s strategy was an exception: “The best-performing momentum strategy over the long term, among the […]

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4 Myths of Sustainable Investing (video)

January 31, 2017

Most investors today are interested sustainable responsible impact investing (SRI). But they let common misconceptions hold them back. They’re still thinking about the way sustainable investing used to be. They don’t realize how much has changed. Sustainable investing has really evolved since we first started managing sustainable portfolios for clients more than 20 years ago, […]

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Set Yourself up for Investing Success in 2017

January 4, 2017

What are you trying to accomplish this year? What do you NEED to know to make that happen? Maybe you’re out of the market, and you need to get invested again if you hope to grow your portfolio. Or perhaps your bond positions lost money last year when interest rates rose, and you want to […]

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Tap into Your Power as a Shareholder (video)

December 21, 2016

How can your investment choices actually make a difference in the world? In the past, it usually meant avoiding certain investments, such as tobacco or firearms. But another way is to tap into your power as a shareholder. As an investor, you have more power than you might think. You can vote at shareholder meetings […]

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Find Funds That Build Wealth & Support Your Values, Too (video)

December 13, 2016

Here’s a simple thing you can do to support the issues that matter to you: Invest in a way that has a positive impact. There are funds that can help you build wealth and support your values, too. They’re called sustainable responsible impact (SRI) funds, and they’re one of the fastest growing areas of the mutual […]

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5 Things Every Investor Needs to Know about Year-end Distributions

December 7, 2016

Year-end mutual fund distributions can be a common source of confusion for fund investors, but learning some of the basics can really pay off. It can help you avoid buying into an unexpected tax liability, and it can also help you better understand your fund’s performance since distributions can make it seem like your fund […]

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How to Build Wealth and a Better World (video)

December 2, 2016

Many people today want to invest in a way that helps them get ahead and also supports the issues that matter to them. Too often, it feels like they’re forced to choose between their investments and their values—and that’s a tough choice to make. FundX President Janet Brown struggled with this for years. She spent her work […]

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Get a Head Start on 2016 Year-end Mutual Fund Distributions

November 17, 2016

Now is the time to start preparing for mutual fund year-end distributions. Nearly all stock funds distribute capital gains and income to shareholders at the end of the year, and if you own funds in a taxable account, these distributions are taxable to you whether you take them in cash or reinvest them in new […]

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FundX CIO Jason Browne’s Take on 4 Strong Performing ETFs

October 27, 2016

Emerging markets have been doing well, but will that change if interest rates rise? Is this a good time to invest in convertible securities ETFs? What about mid-caps? FundX Chief Investment Officer Jason Browne answered these questions and he shared four ETFs that have done well recently on The Street.  Click here to check it […]

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