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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
14+ YRS 14.97% 9.21% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.40% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 27.00% 16.37% Beat the top performing mutual fund over 5 years.  
3 YRS 34.43% 11.16% Beat the top performing mutual fund over 3 years.  
1 YR 33.67% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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Achievements
  • GMF Beat the 75th percentile of mutual funds over 10 years.
    Sep 30, 2017
  • GMF Beat the top performing mutual fund over 5 years.
    Sep 30, 2017
  • GMF Beat the top performing mutual fund over 3 years.
    Sep 30, 2017
  • GMF Beat the 75th percentile of mutual funds over 1 year.
    Sep 30, 2017

glenbo_nj's Mutual Fund

GMF | Price History
GMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 55.18% 0.48%
Large Cap : Blend 32.83% 0.10%
Mid Cap : Growth 4.38% 0.60%
Large Cap : Value 2.81% -1.59%
Small Cap : Blend 2.61% -1.51%
Small Cap : Value 2.21% 1.32%
GMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Glen Brownworth $6,775,618.02
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 14.22%
GMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AMZN $2,412,269.28
2 NVDA $1,377,760.82
3 ADBE $756,531.54
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 5.62
GMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 50.88% -0.20%%
Consumer Discretionary 45.46% -0.18%%
Health Care 3.67% 1.33%%
GMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
GMF 0.35% 2.11% 13.37% 49.56%
S&P 500 0.08% 0.14% 2.36% 15.19%
NASDAQ 0.15% 0.00% 0.00% 0.00%
GMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Month 8.87% 0.89% 7.98%
Last 3 Months 16.97% 6.84% 10.13%
Last 6 Months 22.34% 9.35% 12.99%
Last 12 Months 51.81% 20.33% 31.48%
Last 2 Years 87.85% 29.11% 58.74%
Last 3 Years 166.95% 33.88% 133.07%
Last 5 Years 294.61% 110.73% 183.88%
Last 10 Years 305.83% 122.40% 183.43%
Since Inception 645.90% 255.35% 390.55%
(Annualized) 14.97% 9.20% 5.77%
Data as of: 11/17/2017
GMF | Alpha/Beta VS. S&P 500
Alpha 4.41%
Beta 1.2
R-Squared 0.61
GMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 NVDA 2182.46%
2 AMZN 1207.85%
3 ADBE 462.64%
4 SIRI 357.93%
5 QSII 200.35%
Position Symbol Inception Return
1 TPX 39.91%
2 INTC 41.80%
3 ISRG 51.70%
4 EBAY 55.20%
5 PAYX 82.78%