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
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.  
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
13+ YRS 12.82% 8.54% 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
16+ YRS 7.34% 7.97% 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
14+ YRS 10.24% 9.23% 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 16.38% 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
14+ YRS 16.14% 9.27% 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 9.94% 8.42% 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 14.25% 9.57% 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
14+ YRS 14.69% 9.08% 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.
    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

Crossy Financial Services Fund

CFSF | Fund Positions by Styles
Color Name Allocation Today
Micro Cap : Value 41.26% 1.06%
Micro Cap : Blend 13.08% 0.29%
Large Cap : Blend 9.49% 1.04%
Mid Cap : Value 8.39% 1.70%
Mid Cap : Blend 8.36% 1.44%
Unclassified Market Cap : Unclassified Style 7.22% 2.34%
Large Cap : Growth 7.07% 0.16%
Micro Cap : Growth 4.68% 0.37%
Small Cap : Growth 0.40% 0.68%
Small Cap : Value 0.02% 2.14%
Mid Cap : Growth 0.01% 0.04%
Small Cap : Blend 0.01% 2.31%
Large Cap : Value 0.00% 0.69%
CFSF | Price History
CFSF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Marcus Eder $4,259,825.14
Inception: Ticker Symbol: # of Securities:
June 14, 2003 CFSF 90
Description:

New Fund

CFSF | Turnover
Last Month N/A
Last 3 Months 0.88%
Last 6 Months 18.67%
Last 12 Months 26.41%
CFSF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 EPHC $431,074.14
2 SF $391,412.69
3 SBFG $271,290.53
4 RJF $266,357.37
5 IBN $246,716.47
Position Symbol Gains
1 GFIG -$187,089.73
2 CPFH -$151,470.76
3 BCBHF -$136,734.59
4 PPDAQ -$116,180.65
5 CYRV -$112,643.60
CFSF | Skill Metrics
All Positions
Winning % 57.00%
Avg. Gain/Loss Ratio 1.53
CFSF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 91.46% 1.04%
Technology 6.66% 0.34%
Unallocated 1.87% 2.67%
Real Estate 0.01% 1.21%
Health Care 0.00% 6.83%
Other 0.00% -0.19%
CFSF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
CFSF 0.00% 0.44% 0.44% -10.41%
S&P 500 -0.85% 1.11% 1.11% 0.00%
NASDAQ -1.27% 0.00% 0.00% 0.00%
CFSF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -0.48% 0.00% -0.48%
Last 30 Days -1.56% 0.58% -2.14%
Last 3 Months -12.00% -5.03% -6.97%
Last 6 Months 4.94% 4.54% 0.40%
Last 12 Months 16.99% 15.32% 1.67%
Last 2 Years 43.01% 32.28% 10.73%
Last 3 Years 33.36% 34.15% -0.79%
Last 5 Years 83.14% 88.63% -5.49%
Last 10 Years 67.82% 138.78% -70.96%
Since Inception 325.97% 256.40% 69.57%
(Annualized) 10.25% 8.93% 1.32%
Data as of: 04/21/2018
CFSF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
CFSF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 RIOT 145.71%
2 SBFG 125.70%
3 SSBI 78.99%
4 IBCP 73.72%
5 LOAN 72.42%
Position Symbol Inception Return
1 BCBHF -96.19%
2 VPGI -90.84%
3 CPFH -74.80%
4 RBS -59.80%
5 ASPS -55.94%