News, Press, and Appearances

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.

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