MP 63 FUND

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Outpacing the S&P 500® Index since our inception. 

                DRIPX (total cumulative returns): 253.47%

                S&P 500® Index (total cumulative returns): 229.61%

                Also, the Large Cap Value Category (total cumulative returns): 213.28%

And doing that with less risk and volatility as seen by our lower than market Beta.

                15-year Beta vs. the S&P 500 Index: 0.95

                10-year Beta vs. the S&P 500 Index: 0.96

                5-year Beta vs. the S&P 500 Index: 0.90

                3-year Beta vs. the S&P 500 Index: 0.92

Outpacing our Value peer group over every reporting period: 

                20 years ending February 28th, 2019: DRIPX: 253.47%

                                                                              Large Cap Value ("Category"): 213.28%

                15 years ending February 28th, 2019: DRIPX: 210.42%

                                                                              Category: 160.43%

                10 years ending February 28th, 2019: DRIPX: 329.89%

                                                                              Category: 273.35%

                5 years ending February 28th, 2019: DRIPX: 55.83%

                                                                            Category: 41.73%

                3 years ending February 28th, 2019: DRIPX: 44.69%

                                                                          Category: 42.16%

                12 months ending February 28th, 2019: DRIPX: 6.61%

                                                                                Category: 1.97%

Earning an overall 4-star Morningstar ranking for the past three years, five years, and 10 years. (Morningstar does not rank shorter than after three years.)

Running the fund with a lower expense ratio than its peer group. The fund’s expense ratio (as per latest semi-annual report) is 0.70%, compared with 1.02% for the category.

Maintaining a low annual portfolio turnover—as of the last quarterly report: 2.48%

Providing more down market protection during down periods than the S&P 500.

                Worst year for the fund (since fund inception): 2008: -31.10%. 

                Worst year for the S&P (since fund inception): 2008: -37%

Providing our investors with an increasing dividend over the past 20 years. Growing from 6 cents in 1999 to 41 cents in 2018.

And finally, DRIPX received the Gold Medal from Morningstar, which means that Morningstar analysts believe that the fund has the ingredients to outperform its peers in the future.

 

© Copyright 2018 MP 63 Fund, Inc.  All rights reserved.

The opinions reflected above are subject to change are not investment advice and any forecasts made cannot be guaranteed. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

Dollar-cost averaging does not assure a profit and does not protect against a loss in declining markets. A dollar-cost averaging strategy involves continuous investment in securities regardless of fluctuations in price levels of such securities. You should consider your financial ability to continue purchases through periods of high and low price levels. The MP 63 Fund does not strictly follow a dollar-cost averaging strategy because the investments it makes are controlled by the investment amounts it receives from its shareholders.

Please read the MP 63 Fund prospectus before you invest or send money. If you have any questions, please call shareholder services toll-free at 1-877-MP63FUN (1-877-676-3386) or Vita Nelson or Mario Medina 800-388-9993.

Investment products are not FDIC insured, offer no bank guarantee and may lose value. 

The MP 63 Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this Website should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.