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 Glen Brownworth's funds. Click the link below to get started.

Invest Today

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 15.82% 9.32% View Fund Stats Track Fund
RETURN PERIOD (As Of: 03/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 18.33% 7.24% Beat the top performing mutual fund over 10 years.  
5 YRS 31.23% 16.37% Beat the top performing mutual fund over 5 years.  
3 YRS 42.90% 11.16% Beat the top performing mutual fund over 3 years.  
1 YR 51.08% 15.43% Beat the top performing mutual fund over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • GMF Beat the top performing mutual fund over 10 years.
    Mar 31, 2018
  • GMF Beat the top performing mutual fund over 5 years.
    Mar 31, 2018
  • GMF Beat the top performing mutual fund over 3 years.
    Mar 31, 2018
  • GMF Beat the top performing mutual fund over 1 year.
    Mar 31, 2018
Articles

glenbo_nj's Mutual Fund

GMF | Price History
GMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 62.93% -0.15%
Large Cap : Blend 28.55% -0.10%
Mid Cap : Growth 3.02% 0.08%
Large Cap : Value 2.40% 0.02%
Small Cap : Blend 1.75% -0.21%
Small Cap : Value 1.18% -0.26%
GMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Glen Brownworth $8,785,578.62
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 $3,820,087.28
2 NVDA $1,664,935.82
3 ADBE $1,128,106.54
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 % 67.65%
Avg. Gain/Loss Ratio 8.52
GMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 50.81% 0.12%
Technology 45.58% -0.07%
Health Care 3.45% -0.79%
GMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
GMF -0.42% -0.19% -0.19% 14.65%
S&P 500 -0.26% 0.58% 0.58% 0.00%
NASDAQ -0.62% 0.00% 0.00% 0.00%
GMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 4.88% 2.53% 2.35%
Last 30 Days -0.41% -0.04% -0.37%
Last 3 Months 9.09% -2.73% 11.82%
Last 6 Months 27.22% 6.18% 21.04%
Last 12 Months 57.74% 17.94% 39.80%
Last 2 Years 122.90% 34.72% 88.18%
Last 3 Years 202.23% 38.57% 163.66%
Last 5 Years 318.57% 93.25% 225.32%
Last 10 Years 434.07% 141.68% 292.39%
Since Inception 782.27% 276.09% 506.18%
(Annualized) 15.83% 9.35% 6.48%
Data as of: 04/18/2018
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 2669.35%
2 AMZN 1760.00%
3 ADBE 679.72%
4 SIRI 396.43%
5 QSII 173.26%
Position Symbol Inception Return
1 TPX -5.57%
2 OLED 53.79%
3 EBAY 59.26%
4 ISRG 74.66%
5 PAYX 77.28%