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Overview for Our One-Stop Shopping No-Load Funds: Mutual Funds For Those Wanting Only One Fund

Current Holdings
 

Many subscribers say they would like to cut down on paperwork and therefore are interested in investing in only one mutual fund for their equity holdings. The global no-load funds on the next page are our choices for those wanting only one fund.

As always, keep in mind that investing in individual stocks or mutual funds involves risk. Past performance is never a guarantee of future performance.

Performance Since Inception1

Total Return
One-Stop Shopping Fund Portfolio:
237.7%
S&P 500:
177.9%

Average Annual Return
 
One-Stop Shopping Fund Portfolio:
11.0%
 
S&P 500:
7.3%
 

1Inception: May 5, 2003. Data last updatedOctober 22, 2017

 

Current Holdings
 


 





 

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