About the Fund

The MP63 Fund focuses on companies (in a wide range of industries) with strong brands and competitive advantages, with long histories of paying and increasing dividends, that also have the likelihood of continuing to pay and increase dividends in the future. MP63 is the only mutual Fund focused on companies that offer Dividend Reinvestment Plans (DRIPs), and it is managed by experts in the field of DRIP investing–with more than 30 years of experience.

To Open An AccountAnnual Report
Morningstar RankingSemi Annual Report (Legal Size)
Last Month-End PerformanceSemi Annual Report
Top 10 HoldingsProspectus
Growth of $10,000Annual Portfolio Holdings
Contact UsProxy Voting Considerations
Business Continuity PlanView Proxy Filings
Quarterly HoldingsView All SEC Filing
Fact SheetN-Ports
Tailored Report