DAL Investment Company

Advisor to the FundX Upgrader Funds

Established in 1969, DAL Investment Company pioneered the use of noload mutual funds to professionally manage investment portfolios for clients. The firm designs multi-million dollar portfolios and has $2 billion under management.

Our performance is rooted in a systematic investment discipline known as Upgrading. This strategy allows us to be invested in the best performing mutual funds available – whatever the current market conditions.

We offer three services which provide access
to the benefits of the Upgrading strategy.

Investment Advisory Services DAL provides personalized portfolio management for private clients with assets of $5 million and above.

NoLoad Fund*X Published since 1976, our widely-read newsletter delivers  the tools investors need to apply our Upgrading methodology to their own portfolios.

FundX Upgrader Funds Available to all investors,  this series of open-end mutual funds is managed by DAL’s portfolio management team following the same Upgrading principles we use to manage our private client portfolios.

Please click on the links above for more information on our services.

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