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Dal Investment Company
235 Montgomery St
Ste 1049
San Francisco, CA  94104
Google Maps

Contact
Main Phone: 866-455-3863
Web Site: http://www.dal-investment.com

Mutual Fund Brand(s)
FundX Upgrader Funds

Research Links
  • SEC Fund Filings by CIK

    • Background:
    DAL Investment Company was founded in 1969.
    Sponsored Opportunities
    Key People:
    Bernard Burke
    Chief Compliance Officer, DAL INVESTMENT CO LLC
    Janet Brown
    President, FundX Investment Group/DAL Investment Company
    Story Archive for Dal Investment Company
    Published On Story Headline Publication
    12/9/2021 23 Fund Firms Win Big MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
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    1. Expect Miracles East Coast Classic, June 8
    2. MFDF webinar - SEC Staff Panel, Division of Examinations — IC Issues and Considerations For Fund Boards, June 8
    3. WE DC - ESG Panel Discussion, June 13
    4. 2023 MMI Alternative Investments Forum, June 13
    5. Nicsa Fearless Leadership Symposium, June 14
    6. MFDF Director Discussion Series - Open Forum (Denver), June 20
    7. The Ben Graham 10th Annual Conference, Jun 20-21
    8. IDC Industry Segment Call - Governance Committee Chairs, June 21
    9. Crane Data's Money Fund Symposium, Jun 21-23
    10. 2023 MMI Distribution Leadership Forum, Jun 22-23
    11. IDC Industry Segment Call - Board Leaders, June 22
    12. MFDF webinar - Closed-End Fund Litigation Overview and Update, June 27
    13. MFDF Director Discussion Series - Open Forum (Atlanta, GA), June 28
    14. MFDF Director Discussion Series - Open Forum (Kansas City), June 30
    15. MFDF Director Discussion Series - Open Forum (New York), July 18
    16. 2023 MMI Leadership Pathway Seminar, Jul 19-20
    17. MFDF webinar - Generative AI — It's Here, July 20
    18. MFDF Director Discussion Series - Open Forum via Zoom, July 27
    19. MFDF Director Discussion Series - Open Forum (Milwaukee, WI), August 8
    20. MFDF Improving Equity Fund Alpha Estimates, September 13
    21. 4th Annual ETFGI Global ETFs Insights Summit - United States, Sep 20-21
    22. MFDF webinar - Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments, September 27
    23. Expect Miracles Atlanta Coast Classic, October 2
    24. 2023 MMI Annual Conference, Oct 11-13
    25. Expect Miracles In Boston, November 2




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