Established in 1969, DAL Investment Company pioneered the use of noload mutual funds to professionally manage investment portfolios for clients.
Our performance is rooted in a systematic investment discipline known as Upgrading. This strategy allows us to be invested in the best performing mutual funds available – whatever the current market conditions.
We offer three services which provide access to the benefits of the Upgrading strategy.
Investment Advisory Services DAL provides personalized portfolio management for private client accounts.
NoLoad FundX
Published since 1976, our widely-read newsletter delivers the tools investors need to apply our Upgrading methodology to their own portfolios.
Mutual Funds
Available to all investors through many discount brokers, this series of open-end mutual funds is managed by DAL’s portfolio management team. It follows the same Upgrading principles we use to manage our private client portfolios.
Established in 1969, DAL Investment Company pioneered the use of noload mutual funds to professionally manage investment portfolios for clients.
Our performance is rooted in a systematic investment discipline known as Upgrading. This strategy allows us to be invested in the best performing mutual funds available – whatever the current market conditions.
We offer three services which provide access to the benefits of the Upgrading strategy.
DAL provides personalized portfolio management for private client accounts.
Published since 1976, our widely-read newsletter delivers the tools investors need to apply our Upgrading methodology to their own portfolios.
Available to all investors through many discount brokers, this series of open-end mutual funds is managed by DAL’s portfolio management team. It follows the same Upgrading principles we use to manage our private client portfolios.