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Marcus Eder

IT-consultant

  • Aug 05, 2001
Funds
(CIAF) Crossy's Industry Analysis Fund
MODEL INCEPTION (08/05/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS 14.83% 7.38% View Fund Stats Track Fund
RETURN PERIOD (As Of: 03/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.91% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 14.65% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS -0.73% 11.16% Fund has a 3 year track record.  
1 YR 19.83% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
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(CDSF) Crossys diversified Service Fund
MODEL INCEPTION (06/06/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
13+ YRS 12.82% 8.54% View Fund Stats Track Fund
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(CEOF) Crossy's Energy Opportunity Fund
MODEL INCEPTION (09/04/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS 7.34% 7.97% View Fund Stats Track Fund
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(CFSF) Crossy Financial Services Fund
MODEL INCEPTION (06/14/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 10.24% 9.23% View Fund Stats Track Fund
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(CLVF) Crossy's Lifesciences Value Fund
MODEL INCEPTION (01/24/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 16.38% 9.98% View Fund Stats Track Fund
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(CSWF) Crossy Software Fund
MODEL INCEPTION (05/12/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 16.14% 9.27% View Fund Stats Track Fund
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(CTCF) Crossy's Telecom Fund
MODEL INCEPTION (01/16/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 9.94% 8.42% View Fund Stats Track Fund
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(CTXF) Crossy Technology Fund
MODEL INCEPTION (04/01/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 14.25% 9.57% View Fund Stats Track Fund
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(CWBF) Crossy's Wellbeing Fund
MODEL INCEPTION (08/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 14.69% 9.08% View Fund Stats Track Fund
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Achievements
  • CLVF Beat the top performing mutual fund over 10 years.
    Mar 31, 2018
  • CIAF Beat the 75th percentile of mutual funds over 5 years.
    Mar 31, 2018
  • CDSF Beat the 75th percentile of mutual funds over 3 years.
    Mar 31, 2018
  • CDSF Beat the 75th percentile of mutual funds over 1 year.
    Mar 31, 2018

Crossys diversified Service Fund

CDSF | Fund Positions by Styles
Color Name Allocation Today
Micro Cap : Blend 25.43% 0.71%
Micro Cap : Value 19.89% 1.53%
Mid Cap : Growth 16.29% 1.87%
Small Cap : Value 16.05% 1.61%
Unclassified Market Cap : Unclassified Style 14.90% 1.00%
Large Cap : Blend 6.22% 0.87%
Mid Cap : Blend 1.15% 1.48%
Micro Cap : Growth 0.04% 0.00%
Small Cap : Blend 0.02% 1.13%
Small Cap : Growth 0.01% 3.57%
Large Cap : Value 0.00% 1.06%
Large Cap : Growth 0.00% 2.59%
CDSF | Price History
CDSF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Marcus Eder $5,336,710.75
Inception: Ticker Symbol: # of Securities:
June 06, 2004 CDSF 53
Description:

New Fund - Diversified Service Fund focuses on service industries, applying principles of industry analysis, group analysis. Doesn't invest in bigcaps, instead attempts to seek out material appreciation opportunities in micro-to-midcap company situations

CDSF | Turnover
Last Month N/A
Last 3 Months 3.32%
Last 6 Months 24.97%
Last 12 Months 35.69%
CDSF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 OSTK $938,932.04
2 GTT $719,514.97
3 IAC $478,335.97
4 LYV $473,542.23
5 OWW $432,424.47
Position Symbol Gains
1 EVLV -$185,275.26
2 IDXG -$177,683.83
3 NIHDQ -$112,582.60
4 ENG -$109,993.49
5 GDLN -$82,654.47
CDSF | Skill Metrics
All Positions
Winning % 43.08%
Avg. Gain/Loss Ratio 3.71
CDSF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 36.01% 1.10%
Consumer Discretionary 31.78% 1.93%
Real Estate 14.82% 1.06%
Industrials 9.23% 1.25%
Other 4.78% 1.52%
Unallocated 2.73% 0.61%
Energy 0.52% 0.43%
Health Care 0.07% 3.70%
Financials 0.06% 1.05%
CDSF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
CDSF -0.00% -0.42% -0.42% -11.85%
S&P 500 -0.85% 1.11% 1.11% 0.00%
NASDAQ -1.27% 0.00% 0.00% 0.00%
CDSF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 0.99% 0.00% 0.99%
Last 30 Days -3.96% 0.58% -4.54%
Last 3 Months -10.69% -5.03% -5.66%
Last 6 Months 9.96% 4.54% 5.42%
Last 12 Months 33.50% 15.32% 18.18%
Last 2 Years 77.86% 32.28% 45.58%
Last 3 Years 45.15% 34.15% 11.00%
Last 5 Years 129.81% 88.63% 41.18%
Last 10 Years 314.05% 138.78% 175.27%
Since Inception 433.67% 210.63% 223.04%
(Annualized) 12.82% 8.51% 4.31%
Data as of: 04/21/2018
CDSF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
CDSF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 LYV 278.49%
2 GTT 268.07%
3 TRIP 246.70%
4 OSTK 232.80%
5 IAC 119.21%
Position Symbol Inception Return
1 PVSP -100.00%
2 BCBHF -96.45%
3 IDXG -96.09%
4 LOV -83.02%
5 PRGX -68.23%