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Glen Brownworth

Technology Consultant and Investor

  • North Brunswick, NJ
  • Jun 27, 2003
Funds
(GMF) glenbo_nj's Mutual Fund
MODEL INCEPTION (06/27/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS (As of: 03/23/2020) 13.75% 7.44% View Fund Stats
RETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 14.48% 8.58% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 19.94% 12.10% Beat the top performing mutual fund over 10 years.  
5 YRS 31.19% 9.75% Beat the top performing mutual fund over 5 years.  
3 YRS 25.60% 10.13% Beat the top performing mutual fund over 3 years.  
1 YR 19.66% 6.68% Beat the 75th percentile of mutual funds over 1 year.  
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Achievements
  • GMF Beat the 75th percentile of mutual funds over 15 years.
    Feb 29, 2020
  • GMF Beat the top performing mutual fund over 10 years.
    Feb 29, 2020
  • GMF Beat the top performing mutual fund over 5 years.
    Feb 29, 2020
  • GMF Beat the top performing mutual fund over 3 years.
    Feb 29, 2020
  • GMF Beat the 75th percentile of mutual funds over 1 year.
    Feb 29, 2020
Articles

glenbo_nj's Mutual Fund

GMF | Price History
GMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 64.34% -0.24%
Large Cap : Blend 27.89% 1.29%
Mid Cap : Growth 2.59% -0.73%
Small Cap : Blend 2.03% 1.41%
Large Cap : Value 1.95% 1.99%
Small Cap : Value 1.19% 0.68%
GMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Glen Brownworth $10,628,539.44
Inception: Ticker Symbol: # of Securities:
June 27, 2003 GMF 12
Description:

I like to take RISK's. You have to in order to have the potential gains that come with making bigger moves. This fund is very much focused on technology. It's in a slump now, but it has always been the main driver of the economy, whether it's lightbulbs, automobiles, railroads, or the PC. It will come back, these stocks look the best! I work in technology, so my view is from the bottom up.

GMF | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months N/A
Last 12 Months N/A
GMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AMZN $4,941,737.28
2 NVDA $2,058,085.82
3 ADBE $1,341,356.54
4 LRCX $747,736.73
5 ATVI $218,866.55
Position Symbol Gains
1 NVLS -$177,232.25
2 NXG -$112,874.30
3 BWNG -$55,847.56
4 ATYT -$32,910.60
5 BRCM -$26,941.98
GMF | Skill Metrics
All Positions
Winning % 70.59%
Avg. Gain/Loss Ratio 9.13
GMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 52.32% -0.76%
Technology 42.17% 1.35%
Health Care 3.49% 0.76%
Unallocated 2.03% 1.41%
GMF | Recent Returns vs S&P 500
MTD QTD YTD
GMF -0.53% 13.56% 44.03%
S&P 500 0.00% 0.00% 0.00%
GMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 8.49% -6.21% 14.70%
Last Month -30.54% -32.84% 2.30%
Last 3 Months -17.36% 0.00% -17.36%
Last 6 Months -7.88% -24.30% 16.42%
Last 12 Months -6.13% -18.51% 12.38%
Last 5 Years 198.17% 20.27% 177.90%
Last 10 Years 378.25% 136.10% 242.15%
Since Inception 765.75% 222.92% 542.83%
(Annualized) 13.75% 7.25% 6.50%
Data as of: 03/23/2020
GMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
GMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 NVDA 3257.12%
2 AMZN 2477.06%
3 ADBE 819.99%
4 SIRI 406.85%
5 NXGN 262.67%
Position Symbol Inception Return
1 TPX 13.53%
2 EBAY 40.94%
3 INTC 71.01%
4 OLED 82.51%
5 PAYX 112.34%