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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: 09/06/2019) 14.99% 9.34% View Fund Stats
RETURN PERIOD (As Of: 08/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
15 YRS 14.44% 8.95% Beat the 75th percentile of mutual funds over 15 years.  
10 YRS 20.31% 13.44% Beat the top performing mutual fund over 10 years.  
5 YRS 27.17% 10.10% Beat the top performing mutual fund over 5 years.  
3 YRS 26.45% 12.71% Beat the 75th percentile of mutual funds over 3 years.  
1 YR -12.57% 2.93% Fund has a 1 year track record.  
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Achievements
  • GMF Beat the 75th percentile of mutual funds over 15 years.
    Aug 31, 2019
  • GMF Beat the top performing mutual fund over 10 years.
    Aug 31, 2019
  • GMF Beat the top performing mutual fund over 5 years.
    Aug 31, 2019
  • GMF Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2019
Articles

glenbo_nj's Mutual Fund

GMF | Price History
GMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 64.37% -0.24%
Large Cap : Blend 27.91% 1.53%
Mid Cap : Growth 2.60% -0.73%
Small Cap : Blend 2.03% 1.41%
Large Cap : Value 1.96% 1.96%
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 52.35% -0.44%
Technology 42.19% 1.34%
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 2.85% 1.83% 1.02%
Last Month 3.05% 3.53% -0.48%
Last 3 Months 4.66% 4.17% 0.49%
Last 6 Months 11.60% 9.67% 1.93%
Last 3 Years 103.27% 44.72% 58.55%
Last 5 Years 239.24% 64.45% 174.79%
Last 10 Years 528.57% 257.65% 270.92%
Since Inception 861.27% 325.37% 535.90%
(Annualized) 14.99% 9.35% 5.64%
Data as of: 09/06/2019
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 3095.46%
2 AMZN 2489.57%
3 ADBE 819.86%
4 SIRI 410.06%
5 NXGN 258.99%
Position Symbol Inception Return
1 TPX 14.47%
2 EBAY 41.79%
3 INTC 65.91%
4 OLED 81.27%
5 PAYX 111.76%