Performance Updates

Want to track the performance of this manager?

Click the button below to sign up to receive monthly performance updates by email.

Track Manager
Invest Today

Want more information on investing with this manager?

If you are interested in investing in one of Marcus Eder's funds. Click the link below to get started.

Invest Today

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
17+ YRS 14.37% 7.48% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.74% 10.85% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 12.80% 14.51% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 5.75% 16.10% Fund has a 3 year track record.  
1 YR 22.23% 19.66% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(CDSF) Crossys diversified Service Fund
MODEL INCEPTION (06/06/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 12.15% 8.62% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CEOF) Crossy's Energy Opportunity Fund
MODEL INCEPTION (09/04/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS 8.44% 8.05% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CFSF) Crossy Financial Services Fund
MODEL INCEPTION (06/14/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 9.60% 9.27% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CLVF) Crossy's Lifesciences Value Fund
MODEL INCEPTION (01/24/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 16.06% 9.98% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CSWF) Crossy Software Fund
MODEL INCEPTION (05/12/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 15.98% 9.31% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CTCF) Crossy's Telecom Fund
MODEL INCEPTION (01/16/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 9.64% 8.48% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CTXF) Crossy Technology Fund
MODEL INCEPTION (04/01/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 13.90% 9.62% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CWBF) Crossy's Wellbeing Fund
MODEL INCEPTION (08/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 14.90% 9.11% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • CLVF Beat the top performing mutual fund over 10 years.
    Aug 31, 2018
  • CTXF Beat the top performing mutual fund over 5 years.
    Aug 31, 2018
  • CSWF Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2018
  • CEOF Beat the 75th percentile of mutual funds over 1 year.
    Aug 31, 2018

Crossys diversified Service Fund

CDSF | Fund Positions by Styles
Color Name Allocation Today
Micro Cap : Value 28.34% -0.74%
Micro Cap : Blend 20.11% 0.89%
Small Cap : Value 16.85% 1.59%
Unclassified Market Cap : Unclassified Style 15.41% 2.61%
Mid Cap : Growth 10.74% 0.60%
Large Cap : Blend 7.71% -2.32%
Mid Cap : Blend 0.77% -2.89%
Small Cap : Blend 0.01% 0.36%
Small Cap : Growth 0.01% 0.68%
Large Cap : Value 0.00% 0.53%
Large Cap : Growth 0.00% -1.64%
Micro Cap : Growth 0.00% 0.00%
CDSF | Price History
CDSF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Marcus Eder $5,196,775.82
Inception: Ticker Symbol: # of Securities:
June 06, 2004 CDSF 47
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 3.56%
Last 3 Months 4.08%
Last 6 Months 11.5%
Last 12 Months 36.48%
CDSF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 OSTK $835,731.94
2 GTT $643,514.97
3 LYV $635,142.23
4 FSV $467,815.23
5 IAC $447,372.99
Position Symbol Gains
1 EVLV -$185,275.26
2 IDXG -$175,956.01
3 UEPS -$156,472.16
4 NIHDQ -$112,582.60
5 ENG -$109,993.29
CDSF | Skill Metrics
All Positions
Winning % 43.51%
Avg. Gain/Loss Ratio 3.49
CDSF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 43.55% 1.49%
Technology 20.03% 0.59%
Real Estate 17.51% 0.98%
Industrials 10.29% 0.08%
Other 6.14% 2.09%
Unallocated 2.16% -2.72%
Energy 0.26% -0.53%
Financials 0.02% -1.08%
Health Care 0.00% 0.89%
CDSF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
CDSF 0.04% -3.93% -3.82% -14.19%
S&P 500 0.28% 0.00% 0.00% 0.00%
NASDAQ -0.19% 0.00% 0.00% 0.00%
CDSF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -0.59% 0.00% -0.59%
Last 30 Days -3.31% 1.10% -4.41%
Last 3 Months -3.82% 8.26% -12.08%
Last 6 Months -0.08% 14.53% -14.61%
Last 12 Months 9.67% 18.51% -8.84%
Last 2 Years 53.41% 0.00% 53.41%
Last 3 Years 54.83% 62.25% -7.42%
Last 5 Years 65.16% 93.08% -27.92%
Last 10 Years 396.33% 212.57% 183.76%
Since Inception 419.49% 245.53% 173.96%
(Annualized) 12.19% 9.04% 3.15%
Data as of: 09/29/2018
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 373.53%
2 TRIP 248.18%
3 GTT 239.75%
4 OSTK 138.18%
5 DXPE 115.73%
Position Symbol Inception Return
1 PVSP -100.00%
2 BCBHF -96.53%
3 LOV -86.52%
4 DPW -77.40%
5 PRGX -70.90%