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Highly-Rated No-Load Fund Portfolio Overview

Current Holdings
 

Designed for investors that prefer to invest in mutual funds instead of, or in addition to, individual stocks, this portfolio consists of funds that are highly-rated (due in part to great performance) and do not charge sales commissions.

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
Highly-Rated No-Load Fund Portfolio:
1,171.8%
S&P 500:
373.9%

Average Annual Return
Highly-Rated No-Load Fund Portfolio:
14.8%
S&P 500:
8.8%

 
1Inception: May 5, 2003. Data last updated October 8, 2021.

 

Current Holdings
 

 

 





 

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