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Fund News
In the wake of recent developments in the mutual fund industry,
one of the most common concerns of our clients, subscribers and
investors is whether Upgrading can continue to be effective in a
changing industry environment. Our answer is yes.
At DAL
Investment Company, research is an ongoing process. We’ve
tested a number of different variables and measured their impact
on portfolio returns, volatility, and turnover. Ultimately, the
results of our research direct the management of our portfolios.
So far, evidence indicates:
•
Increasing the number of funds in a portfolio does not necessarily
dilute returns, but allows for increased diversification and incremental
Upgrading.
• The larger the universe of funds we select from, the better
the potential returns.
• Holding funds for a minimum of 90 days (or possibly longer)
does not necessarily lead to poor returns. But by holding funds
longer, portfolio turnover and transaction costs are greatly reduced.
Press |
SmartMoney Fund Screen | Multicap Funds - Wall Street Journal April 8, 2008 |
Adapt & Prosper - Ticker Magazine May 30, 2007 |
A Manager Juices Performance with ETFs - Investors Business Daily June 20, 2006 |
Trend Spotter - Kiplinger's Personal Finance Jan 2006 |
Top
investment letter picks for 2005 - CBS
Marketwatch Jan 6, 2005 |
Tread
carefully in fixed-income plays (by Janet Brown) - CBS
Marketwatch June 1, 2004
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Tracking
the Trends (by Janet Brown) - CBS
Marketwatch April 15, 2003 |
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Upgrader funds always follow the leaders -
CNBC - MSN Money August
20, 2002
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Fund
of Funds Shows Solid Returns in Slow Times - San
Francisco Business Times Nov.
5, 2001
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Appearances
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The FundX Upgrader Funds will exhibit at the Money Show in
Las Vegas, May
13-15, 2008, at the Mandalay Bay Resort & Casinos. Visit
us at booth #502 or attend one of our presentations.
For more information, go to www.moneyshow.com
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