| Mutual Fund Research for Regular People Looking to build a portfolio of high-quality low-cost mutual funds, but don't have an advanced finance degree? We've distilled billions of bytes of mutual fund data down to a few easy-to-understand graphics that let non-experts make better informed buy and sell decisions. |
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"Is small beautiful? MAXfunds.com will give you a chance to find out. Many funds with assets under $25 million beat multibillion-dollar competitors. Unlike Magellan-size rivals, they can easily take positions in promising small companies without driving their stocks through the roof. If successful, the investments can give the funds' small portfolios a huge boost."
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FUND-O-MATIC FUND SCREENER |
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OUR FAVORITE FUNDS |
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MOST VIEWED FUND PAGES |
2. Vanguard High-Yield Corporate Inv (VWEHX)
3. Fidelity Contrafund Fd (FCNTX)
4. Fidelity Government Income Fund (FGOVX)
5. Vanguard PRIMECAP Core Inv (VPCCX)
6. Vanguard Wellington Inv (VWELX)
7. Fairholme Fund (FAIRX)
8. Permanent Portfolio Fund (PRPFX)
9. Vanguard Dividend Growth Fd (VDIGX)
10. Vanguard 500 Index Inv (VFINX)
SEE THE TOP 100
MAXadvisor Private Management is for the individual investor who wants their money put to work by professionals. Our registered investment advisors create and manage fund-focused portfolios specifically designed to help each client meet their unique financial goals.
A MAXadvisor managed portfolio does not start with someone throwing darts at the Wall Street Journal quotes page. It begins with the methodology we’ve spent years developing and refining. It’s applied by our registered investment advisors who spend 24/7 studying, dissecting, evaluating funds and building winning investment portfolios. This knowledge and experience is applied to your individual financial profile and goals and used to develop your personal investment program. The result is an expertly crafted investment portfolio built from the ground up, just for you, and maintained with unparalleled professional care.
- A “PURE” FEE-ONLY INVESTMENT ADVISOR
- LOW COST: JUST .50% - .75% OF ASSETS PER YEAR
- JUST $250,000 MINIMUM INVESTMENT REQUIREMENT
- FOCUS ON NO-LOAD, LOW-FEE MUTUAL FUNDS
- FREE CONSULTATION
FOLLOW THE MONEY. THEN GO THE OTHER WAY.
Our managers pick the best funds in the most out-of-favor areas by analzying where the dumb money is going, and where it isn't. We buy mutual funds before they catch fire, not after.
We call these out-of-favor gems Powerfunds - high-quality no-load mutual funds that are being ignored by most investors - the very funds that are poised for market beating returns in the months ahead.
The Powerfund strategy focuses on:- Buying funds in out-of-favor categories before they get hot
- Holding funds until they reach full valuation
- Selling at the top
It's MAXadvisor's own brand of turbo-charged contrarian investing, zigging when other fund investors are zagging, and it works.
We've been managing the Powerfund Portfolios since 2002, and in that time each one, even the ultra-conservative Safety Portfolo (which is more than 70% bonds!), has soundly beaten the S&P 500 index.
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| PORTFOLIO | 1-YEAR | 3-YEAR | 5-YEAR | INCEPT. | |
| Safety | -10.62% | 5.55% | 17.10% | 32.46% | |
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| Conservative | -17.29% | -1.41% | 14.75% | 31.89% | |
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| Moderate | -22.80% | -6.13% | 12.18% | 21.97% | |
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| Growth | -28.32% | -11.58% | 11.34% | 27.52% | |
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| Agg. Growth | -20.09% | 2.04% | 30.06% | 63.68% | |
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| Daredevil | -18.95% | 3.94% | 38.95% | 55.91% | |
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| Low Minimum | -22.95% | -8.20% | 11.11% | 22.81% | |
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| S&P500 | -38.09% | -23.82% | -6.78% | -11.68% | |
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