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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
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.  
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(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
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(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
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(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
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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 16.06% 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
15+ YRS 15.98% 9.31% 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 9.64% 8.48% 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 13.90% 9.62% 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
15+ YRS 14.90% 9.11% View Fund Stats Track Fund
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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

Crossy Financial Services Fund

CFSF | Fund Positions by Styles
Color Name Allocation Today
Micro Cap : Value 39.33% 0.03%
Micro Cap : Blend 13.66% 0.17%
Mid Cap : Blend 9.02% -0.10%
Large Cap : Growth 8.82% 0.52%
Large Cap : Blend 8.20% -2.98%
Mid Cap : Value 7.60% -0.44%
Unclassified Market Cap : Unclassified Style 7.15% -0.35%
Micro Cap : Growth 4.50% 0.09%
Small Cap : Blend 1.16% -0.35%
Small Cap : Growth 0.40% -0.31%
Small Cap : Value 0.02% 0.16%
Mid Cap : Growth 0.01% -0.68%
Large Cap : Value 0.00% -1.27%
CFSF | Price History
CFSF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Marcus Eder $4,088,366.03
Inception: Ticker Symbol: # of Securities:
June 14, 2003 CFSF 88
Description:

New Fund

CFSF | Turnover
Last Month N/A
Last 3 Months 2.12%
Last 6 Months 3.23%
Last 12 Months 24.61%
CFSF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 EPHC $431,074.14
2 SF $350,072.69
3 SBFG $310,528.82
4 RJF $284,557.37
5 IBN $258,160.47
Position Symbol Gains
1 GFIG -$187,089.73
2 CPFH -$145,670.76
3 BCBHF -$142,146.59
4 PPDAQ -$116,180.65
5 CYRV -$112,643.60
CFSF | Skill Metrics
All Positions
Winning % 57.00%
Avg. Gain/Loss Ratio 1.50
CFSF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 84.20% -0.16%
Unallocated 9.77% -3.19%
Technology 5.88% 0.26%
Real Estate 0.01% 0.23%
Health Care 0.00% 1.14%
Other 0.00% 0.11%
CFSF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
CFSF 0.13% -4.21% -2.17% -14.12%
S&P 500 0.28% 0.00% 0.00% 0.00%
NASDAQ -0.19% 0.00% 0.00% 0.00%
CFSF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -2.19% 0.00% -2.19%
Last 30 Days -3.91% 1.10% -5.01%
Last 3 Months -2.18% 8.26% -10.44%
Last 6 Months -1.85% 14.53% -16.38%
Last 12 Months 1.07% 18.51% -17.44%
Last 2 Years 30.06% 0.00% 30.06%
Last 3 Years 39.04% 62.25% -23.21%
Last 5 Years 53.83% 93.08% -39.25%
Last 10 Years 89.13% 212.57% -123.44%
Since Inception 308.34% 296.45% 11.89%
(Annualized) 9.63% 9.42% 0.21%
Data as of: 09/29/2018
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 SBFG 143.89%
2 RIOT 102.88%
3 IBCP 82.94%
4 SSBI 79.00%
5 LOAN 72.41%
Position Symbol Inception Return
1 BCBHF -96.29%
2 VPGI -92.11%
3 CPFH -71.94%
4 RBS -59.80%
5 RCG -54.12%