MP 63 FUND (DRIPX)

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Dear Fellow Shareholders,

* The MP 63 Fund is based on the Index of DRIP stocks launched at the start of 1994. Click here for a current view of the Index. 

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Here are the rules we set to guide our investing:
  • By purchasing more shares of the Index* companies on a steady basis, and selling rarely, our method is similar to dollar-cost averaging into what we have believe are the best companies in a diverse group of industries.We use INVEST%** to invest more in the companies when they are depressed. We use the dividends paid by each company to make additional contributions into that company.
  • This approach takes advantage of market volatility. When some of our stocks are down, we accumulate more cheaply, 'and those that are up in price provide financial and emotional support. If everything is up, we buy fewer shares; if everything is down, we’re buying more cheaply.
  • The stocks in our portfolio represent a wide range of industries, and have the advantage of size and market leadership. This allows us to spread investment risk over both time and component allocation. Also, this posture allows us to limit turnover, which would burden shareholders with unnecessary and unwanted capital gains distributions (and taxes).

We constantly review the companies in the Index* (and fund). If a company were to no longer fulfill its role in our portfolio, we would replace it. We are happy to say that, after careful scrutiny, we believe that both our method of investing and our stock selections are on course to produce the results we desire

Many of you have been taking advantage of the automatic investing option to increase your holdings, as well as the increased limits on retirement account contributions. These are important parts of the steady inflow of new cash that fuels asset growth.

Thanks to our disciplined shareholders, we've never had to sell stock to meet redemption requests, a problem that plagued some more conventional funds during the recent bear market. Such shareholder conduct has allowed us to take advantage of market declines to buy more shares.

We want to thank you for your comments and questions. As managers, we will continue to be accessible and responsive and we encourage you to join us in a regular program of investing in the fund over the long term.

Vita Nelson and David Fish, Co-Managers

*Index refers to the Moneypaper 63 Stock Index, which was established January 1994. One cannot invest directly in an index. **INVEST% refers to a proprietary method of comparing a stock’s current price to its 52-week range in order to purchase at more favorable prices.

An Automatic Investment Plan 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. The investor should consider his 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.

© Copyright 2012MP 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 carefully 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).

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 web site 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.