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 clients
with assets of $5 million and above.

NoLoad Fund*X
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, following the same
Upgrading
principles we use to manage our private client portfolios.

Managers' Special Report: Monthly Insights from DAL (Updated 2/3/2010)