DAL has been Upgrading with noload funds since 1969. Our shareholders come to us for our ability to systematically execute that methodology in a disciplined manner.
Longevity
DAL adapts the FundX Upgrader Fund portfolios to changing market conditions based on the same observations that we feel have successfully navigated the markets for the past 35 years.
Success
One way DAL measures success is by the number of shareholders who have entrusted us with their assets. We began the FundX Upgrader Funds in November 2001 with $25,000 in assets. By 2006, shareholders had invested over $800 million in the FundX Upgrader Funds.