THE MP63 FUND


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  • Companies Included in the Portfolio

     

    Top 10 as of 5/31/22

    % of Assets

    RAYTHEON TECHNOLOGIES CORP.

    2.62%
    MICROSOFT CORP.
    2.08%
    NEXTERA ENERGY INC.
    2.06%

    CATERPILLAR, INC.

    2.03%
    JOHNSON & JOHNSON
    2.02%

    RPM INTERNATIONAL INC.

    2.01%
    ARCHER DANIELS-MIDLAND CO.
    2.00%
    THE TRAVELERS COMPANIES INC.
    1.99%
    UNION PACIFIC CORP.
    1.96%
    BECTON DICKINSON & CO.
    1.96%

     

    Companies Included in the Portfolio
    Organized By Sector

    Basic Materials
    Ecolab Inc.
    RPM International Inc.

     

    Consumer Goods
    Archer-Daniels
    Colgate-Palmolive
    Conagra Brands
    The Coca-Cola Co.
    General Mills
    Genuine Parts
    Hormel Foods
    Kimberly-Clark
    Nike Inc.
    PepsiCo. Inc.
    Polaris Inc.
    Procter & Gamble
    VF Corp.

    Simon Property


    Consumer Services
    Amazon.com Inc.
    Comcast Corp.
    Costco Wholesale
    The Home Depot Inc.
    Starbucks Corp.
    Yum! Brands Inc.
    Walt Disney


    Financial Services
    AFLAC Inc.


    American Express
    Bank of America

    JPMorgan Chase
    The Travelers Co.
    Truist Financial
    U.S. Bancorp

     

    Health Care
    Abbott Laboratories
    AbbVie Inc.
    Becton Dickinson
    Gilead Sciences
    Johnson & Johnson
    Medtronic Inc.
    Merck & Company
    Pfizer Inc.
    UnitedHealth Group

     

    Industrials
    3M Company
    Amcor PLC
    Boeing Corp.
    Carrier Global
    Caterpillar Inc.
    Deere & Co.
    Dover Corp.
    Emerson Electric
    Illinois Tool Works


    Johnson Controls
    MDU Resources
    Paychex Inc.
    Raytheon Techn.
    Stanley Black Decker
    Tennant Company
    Union Pacific Corp.
    Waste Management


    Oil & Gas
    Exxon Mobile Corp.
    Chevron Corp.

    Enterprise Products

    Magellan Midstream

     

    Technology
    Alphabet Inc. Class A
    Cisco Systems
    Corning Inc.
    Intel Corp.
    Meta Platform
    Microsoft Corp.
    Qualcomm

    Sony Group

     

    Telecommunications
    AT&T Inc.

    Verizon

     

    Utilities
    Dominion Energy
    Duke Energy Corp.
    Essential Utilities Inc.
    National Fuel Gas
    NextEra Energy

     

    Fund holdings are subject to change and are not a recommendation to buy or sell any security.

     

    © 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 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.


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


    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.

    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 at 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.


    WEB DESIGN BY THE MONEYPAPER
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