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How to Invest

You can invest in the funds at most major brokers or directly.

Broker

Charles Schwab
Etrade
Fidelity
TD Ameritrade
Vanguard

Online

Invest direct

ONLINE APPLICATION

Forms and Information

Fund Documents
Applications
Daily NAVs

As of 08/20/2018

Fund NAV Change YTD%
Aggressive Upgrader HOTFX $71.08 +0.22 +0.31%
Upgrader FUNDX $65.44 +0.25 +0.38%
Sustainable Impact SRIFX $30.64 +0.11 +0.36%
Conservative Upgrader RELAX $40.50 +0.10 +0.25%
Tactical Upgrader TACTX $25.70 -0.02 -0.08%
Flexible Income INCMX $28.36 +0.02 +0.07%
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Click on fund tickers to see performance data current to the most recent month-end.
Historical NAVs