Shareholder Letter Winter 2017

What are your goals?

Dear Fellow Shareholders,

What are you trying to accomplish this year? That’s one of the questions we asked the thousands of investors who use our NoLoad FundX investment newsletter. Most investors were focused on retirement.

Some people were trying to build up a substantial nest egg so they could retire in the next few years. Others had already retired, and they were looking to maintain their lifestyle and preserve the money that they’d worked so hard to accumulate.

There were many other goals as well. Some investors wanted to invest in a more sustainable way or learn more about bonds. Others were hoping to find more time for their investments. 

This issue of The Upgrader can help you get started. If you want to learn more about sustainable investing, click here to find out how mutual funds work to help investors build wealth and make a difference in the world. 

If you’re looking to preserve your wealth, then you likely need to own bonds—even if interest rates rise. But it helps to have a strategy that can help guide you to which bond funds to own now and when to move on to other funds. Click here to learn more.

And whether you are investing in retirement or for your eventual retirement, you’ll want to make sure that you’ve got the right allocation to stock and bond funds. Click here to find three example portfolios that are designed to help you build wealth: one for when you have many years before you retire; another that seeks to preserve wealth when you are nearing retirement; and a third that is geared toward providing income in your retirement years.

The Upgrader Funds can also help simplify your retirement investing. They seek to help investors build wealth, capitalize on changing market trends, and achieve their investment goals. If you’re looking for the funds’ performance and portfolios, it’s now online. You’ll find more timely, up-to-date information at

If you’d like to learn more about how the Funds can help you, please give us a call.

Janet Brown
President, FundX Investment Group


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