
| 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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"You'll find tutorials on market and mutual-fund basics, along with timely articles and commentary. The site also provides an interesting data page for hundreds of mutual funds. It assigns numbers to categories of performance data, and also ranks the funds according to key elements like expense ratio, portfolio market cap, and diversification."
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FUND-O-MATIC FUND SCREENER |
| OUR FAVORITE FUNDS |
| MOST VIEWED FUND PAGES |
2. Vanguard Dividend Growth Fd (VDIGX)
3. Vanguard Wellington Inv (VWELX)
4. PIMCO Total Return A (PTTAX)
5. Vanguard Wellesley Income Inv (VWINX)
6. Oakmark Equity and Income I (OAKBX)
7. Fidelity GNMA Fund (FGMNX)
8. PRIMECAP Odyssey Growth Fund (POGRX)
9. Bruce Fund (BRUFX)
10. T. Rowe Price New Era (PRNEX)
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



