"A Completely Independent Guide to No-Load Mutual Funds"

Subscribe | View Sample

The Mutual Fund/ETF Navigator newsletter has been specifically designed for investors with mutual fund holdings at Charles Schwab & Co., Inc and Schwab Institutional (Schwab) with the added feature of providing a proven ETF Rotation Model and ETF rankings.  The newsletter offers a viable alternative to other publications available that only give information on one fund family such as Schwab.  However, unlike other “Schwab-specific” newsletters that you’ll find, the Mutual Fund & ETF Navigator also analyzes and ranks more than a thousand no-transaction fee funds available to Schwab account holders through Mutual Fund OneSource®.

To us, including all funds available to Schwab account holders (in addition to Schwab and Laudus funds) only makes sense.  In some cases there may be a better mutual fund alternative to a Schwab fund.  Or, a particular area or sector of the market may not be adequately represented by a Schwab fund and for diversification purposes it may make sense to consider other fund families.

Best of all, all of the non-Schwab funds in the newsletter are available without transaction fees or loads. Utilizing both the best Schwab and non-Schwab funds has allowed the Navigator to achieve the outstanding performance summarized above.

The Mutual Fund & ETF Navigator newsletter is not affiliated with Charles Schwab & Co., Inc, Schwab Institutional or any other mutual fund company.

Returns Are Important …

and the Navigator gives you more than outstanding returns!

The Navigator provides you with the tools you need to make your own informed fund selections.

Included in every Navigator issue are:

• Model portfolios incorporating the Navigator’s proprietary rankings.  The models are designed for various risk levels from Capital Appreciation to Income.  The funds selected in the models utilize the best available funds and are meant to outperform their respective benchmark with substantially less risk.  The models can be used as they are, mixed and matched with different parts of a portfolio using a different model, or just as a guide to help you select your own custom portfolio.  Using the models as they are takes the guesswork out of deciding which funds to include in your portfolio and they have substantially outperformed the S&P, Dow and the NASDAQ with less risk!

• Proprietary rankings of the top no-load funds available at Schwab without a fee, in several areas such as growth, value, balanced, technology, international and taxable bond funds.  The newsletter breaks down the funds and ranks them against their peers and presents them in a manner that makes it easy to determine whether a fund is a buy, sell or hold.  These rankings also provide the tools necessary to quickly evaluate your current holdings and determine whether they should remain in your portfolio.

• Statistical analysis of the ranked funds presented in a clear, concise format.  You can quickly and easily see how your fund performed during the past month, quarter, year or longer.  You’ll also find all the information you need regarding the funds’ price history and various risk performance measurements.

• Economic and sector analysis designed to keep you ahead of the investment curve.  These articles are designed to provide you with the information and research you need to stay ahead of market turns.  They are always written with the intention of providing insight as to how to profit from current and expected market conditions.

• Articles relating to your personal investments as well as the latest news on Schwab and their funds.  This section of the newsletter is the area where you can learn about the latest tax-law changes or other developments that could impact your portfolio.  Through our “Schwab Focus” section, you will also be kept informed about new developments at Schwab.  This includes new funds, fund closings, and fund manager changes.  You’ll learn about news and happenings specific to account holders at Schwab.

• Timely and relevant! The Mutual Fund/ETF Navigator is available to our subscribers no later than the open of trading on the second trading day of each month.  The data is as of the final day of the previous month.  Try compiling just a fraction of the data that the Navigator presents for yourself on the first of the month and you quickly see what a tremendous value the Navigator provides.

The Navigator also provides these FREE value added services!

• The Navigator Weekly Market Commentary analyzes the current market conditions and provides information and research that you can use to get a handle on your portfolio and to keep you updated on the latest developments in the market.  The Navigator Commentary is emailed to our subscribers and is posted on our web site.

• E-mail notification when changes are made to the models.  There is no need to wait for the next issue to arrive.  We will notify you via email immediately when changes are made to our model portfolios.  We firmly believe that you should know why we are making changes so these emails contain the rationale.  We send these early enough in the day so that you have time to read the reasoning, determine whether the change is appropriate for you and then have time to make the changes on the same day.

• An individual portfolio analysis is substantially discounted for our subscribers.  This is a very popular item, and virtually all subscribers take advantage of this opportunity.  You provide your most recent statements with the positions in your portfolio, and we professionally analyze them and make recommendations designed to help you increase returns and lower your risk.  What you do with the information is clearly up to you, however, if you are inclined to make changes in your portfolio this analysis will prove invaluable in helping you determine where changes should be made.

Above are the highlights of a Mutual Fund & ETF Navigator subscription.  The Navigator is determined to be the only financial publication that you’ll ever need.  To see for yourself, view a sample issue and subscribe today!

Subscribe | View Sample Coming Soon!