THE MP63 FUND


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  • Average Annualized Return


    Average Annualized Total Returns as of most recent Quarter End

    As of 12/30/22
    1 year
    5 Year
    10 Year
    Since Inception (3/2/99)
    MP 63 Fund
    -8.22%
    7.71%
    11.23%
    6.88%
    Average Annualized Total Returns as of most recent Month End
    As of 2/28/23
    1 year
    5 Year
    10 Year
    Since Inception (3/2/99)
    MP 63 Fund
    -4.71%
    7.73%
    10.19%
    6.78%
    Performance data quoted represents past performance; 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. Current performance of the fund may be lower or higher than the performance quoted.

    Expense Ratio as of 12/30/22= 0.63%

     

     

    © Copyright 2022 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.

     

    The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained on this website or by calling 1-877-MP63FUN (1-877-676-3386). Read it carefully before investing.

     

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

    The MP63 Fund is distributed by Arbor Court Capital, LLC, Member FINRA/SIPC.



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