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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 Technology Fund

CTXF | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Value 29.22% -0.44%
Micro Cap : Value 22.94% -5.46%
Small Cap : Value 20.76% 0.97%
Mid Cap : Growth 11.22% 0.78%
Micro Cap : Blend 8.20% -0.36%
Small Cap : Blend 6.22% 0.46%
Micro Cap : Growth 1.31% 4.81%
Unclassified Market Cap : Unclassified Style 0.11% -1.76%
Small Cap : Growth 0.01% 0.04%
Large Cap : Blend 0.00% 0.78%
Large Cap : Value 0.00% 1.48%
CTXF | Price History
CTXF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Marcus Eder $7,570,557.99
Inception: Ticker Symbol: # of Securities:
April 01, 2003 CTXF 48
Description:

Technology Fund, uses Industry analysis as basic portfolio creation model

CTXF | Turnover
Last Month 2.2%
Last 3 Months 3.43%
Last 6 Months 3.76%
Last 12 Months 13.53%
CTXF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 NOVT $579,705.96
2 AMD $541,391.92
3 IIVI $504,915.24
4 LUNA $480,804.32
5 ON $452,399.46
Position Symbol Gains
1 GIG -$253,256.75
2 RSTI -$228,332.95
3 CATS -$133,367.20
4 API -$104,340.85
5 MSPD -$69,976.67
CTXF | Skill Metrics
All Positions
Winning % 51.87%
Avg. Gain/Loss Ratio 3.36
CTXF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 89.82% -1.32%
Industrials 10.18% -1.01%
Health Care 0.01% -1.84%
Materials 0.00% 2.98%
Energy 0.00% 0.00%
CTXF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
CTXF -0.00% -7.02% 0.96% -1.06%
S&P 500 0.28% 0.00% 0.00% 0.00%
NASDAQ -0.19% 0.00% 0.00% 0.00%
CTXF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -2.43% 0.00% -2.43%
Last 30 Days -6.23% 1.10% -7.33%
Last 3 Months 0.96% 8.26% -7.30%
Last 6 Months 3.00% 14.53% -11.53%
Last 12 Months 1.26% 18.51% -17.25%
Last 2 Years 57.51% 0.00% 57.51%
Last 3 Years 121.22% 62.25% 58.97%
Last 5 Years 145.41% 93.08% 52.33%
Last 10 Years 193.96% 212.57% -18.61%
Since Inception 657.11% 368.55% 288.56%
(Annualized) 13.94% 10.47% 3.47%
Data as of: 09/29/2018
CTXF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
CTXF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 LUNA 189.28%
2 NOVT 170.06%
3 QRVO 104.35%
4 IIVI 100.41%
5 STM 89.91%
Position Symbol Inception Return
1 TXCCQ -99.99%
2 SPIR -99.88%
3 PEYE -97.88%
4 CORG -85.38%
5 GIGA -84.04%