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Fund X


Fund X is a series of four noload funds that follow their upgrading strategy and are  available to all investors. Fund X provides subscribers with the tools they need to follow the predefined strategy. It can be pursued either by dealing directly with each fund family, or more efficiently, by using a discount broker. The Fund X Upgrader Fund is a fund of funds so to speak. 
 
Funds can be grouped into dozens of possible categories viz international, large value, small growth, single country funds, just to name a few. They have chosen to categorize funds according to the risk involved in the portfolio. To streamline the decision-making process, the fund managers arrived at four risk classes for equity funds. Bond funds are grouped into a fifth class. Their analysis involves assessing a variety of quantitative measures of risk, in addition to questioning portfolio managers, examining investment holdings and surveying independent reporting services. Includes funds that focus on special investments such as gold, precious metals or natural resources, specific industries or market sectors.
 
Comprised of diversified portfolios invested in well-established companies. Portfolios may include some fixed-income instruments such as bonds, convertibles, preferred stock or cash. International or global funds tend to invest in larger companies in mature economies. The process of buying and selling of shares in funds can be made easier by opening an account with a discount broker although this is not a requirement for upgrading. Fund X have chosen to categorize funds into a few broad categories based on risk characteristics rather than the details of portfolio composition. Instead of attempting to predict future leadership and investing only in value funds or growth funds, Fund X choose from diversified pools of mutual funds that include both Value and Growth investment styles, Large and Small cap, and International and domestic funds. Thus securing the investments of their clientele.

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