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Total Value: $984,616.77 Cash Value: $107,709.76 Stock Value: $876,907.01 Shares: 100,000 Price: $9.85
Fund Performance for fenderwr   May 20, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
FMF m100 S&P 500 Nasdaq
    Graph Period: [7 Days] [30 Days] [90 Days] [6 Months] [1 Year] [2 Years] [3 Years]
[4 Years] [5 Years] [Since Inception]
     
left curve  fund information right curve
   
Fund Manager:    fenderwr Inception:    Feb 05, 2010
Description:
Fender Fund Outperform the Markets via Sector Rotation. FMF may lack the Diversification for Conservative/Moderate Risk Tolerance, it is a constant rotation of beaten down sectors, where we focus on buying on the way down near the bottom and sell on a shorter time horizon on the way up for quicker and more substantial percentage gains. Requires watching the markets closer, but if you're going to work, then work. Objective is to adhere to a strategy of making the greatest amount in the quickest time frame while risking the least amount of funds possible. Frequent selling is the only way that makes sense to me in order to pay out its investors the most for their money and takes significant risk of losing profits off the table in the near to mid-term.
     
left curve  Club Memberships right curve
   
Name Members  
College Club 390 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Staples 8%
Energy 28%
Financials 10%
Health Care 15%
Industrials 4%
Information Technology 8%
Materials 13%
Telecommunications 12%
Unclassified 3%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 8%
Large Cap Value 32%
Mid Cap Growth 2%
Mid Cap Value 2%
Small Cap Growth 6%
Small Cap Blend 6%
Small Cap Value 14%
Micro Cap Blend 12%
Micro Cap Value 11%
   
 
  Value Blend Growth  
Large 32% 0% 8% 40%
Medium 2% 0% 2% 4%
Small 14% 6% 6% 26%
Micro 11% 12% 0% 23%
  59% 18% 16%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -6.62%
Last Month -6.98%
Last 3 Months -11.54%
Last 6 Months -6.28%
Last 12 Months -29.84%
Last 2 Years -11.70%
Last 3 Years N/A
Last 5 Years N/A
Since Inception -2.64%
(Annualized) -1.16%
S&P500 RETURNS
Last Week -4.23%
Last Month -6.28%
Last 3 Months -4.33%
Last 6 Months 7.73%
Last 12 Months -1.47%
Last 2 Years 21.12%
Last 3 Years N/A
Last 5 Years N/A
Since Inception 27.45%
(Annualized) 11.20%
RETURNS VS S&P500
Last Week -2.39%
Last Month -0.70%
Last 3 Months -7.21%
Last 6 Months -14.01%
Last 12 Months -28.37%
Last 2 Years -32.82%
Last 3 Years N/A
Last 5 Years N/A
Since Inception -30.08%
(Annualized) -12.36%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 fenderwr's Mutual Fund outperformed 4.1% of the other funds on our site.
     
   
ALL RANKINGS FOR fenderwr's Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Jun 30, 2010 5.3% 76.5% Q: Top Quartile
Sep 30, 2010 59.4% 85.2% Q: Top Quartile 91.0% Q: Top Quartile
Dec 31, 2010 99.1% 95.0% Q: Top Quartile 95.2% Q: Top Quartile
Mar 31, 2011 53.8% 79.5% Q: Top Quartile 93.9% Q: Top Quartile 96.6% Q: Top Quartile
Jun 30, 2011 4.0% 3.0% 10.9% 75.1% Q: Top Quartile
Sep 30, 2011 10.3% 2.4% 1.4% 4.8%
Dec 31, 2011 15.9% 65.0% 4.1% 3.6%
     
    N/C = "Not Compliant", and means fenderwr's Mutual Fund wasn't compliant for that period.
A blue star means fenderwr's Mutual Fund was in the top 100 funds for that period.
A green star means fenderwr's Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that fenderwr's Mutual Fund beat in the given time period, unless it was in the top 100 for that period, in which case the number displays your rank.
     
left curve   alpha/beta vs. S&P500 right curve
   
For an explanation of alpha and beta, see the entry for "beta" in our glossary.
Alpha -14.74%
Beta 1.33
R-Squared 0.83
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 0.00%
     
left curve  manager profile right curve
   
ABOUT fenderwr
Age: 28  Occupation: MBA Student- Investor 
Other Interests : Golf, Socializing, outdoors     
    [ for more information about fenderwr ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by fenderwr. It is a virtual fund on Marketocracy's website www.marketocracy.com that began with $1 million in cash and a Net Asset Value (NAV) of $10 per share.

Marketocracy is the only financial website where you can simulate running your own mutual fund and accurately compare your investing skill to professionally managed mutual funds and other investors. At Marketocracy, you can manage a $1 million virtual portfolio and make trades in an environment that mirrors the trading activity of the real stock market. Our portfolio management tools help you discover your investing strengths and weaknesses and help you become a better investor. You can try different investment strategies and styles to see what works best for you in a virtual environment first, before you invest your real money. It's a great place to learn, and a great place to prove your talent.

If your track record turns out to be one of the best, you will receive special privileges on our website and the best of the best get paid. If you're serious about investing or want to become a better investor, you'll want to signup for a free basic membership and start running your own fund.

    [ To signup for your own virtual fund click here ]
    Who is Marketocracy?

Marketocracy Data Services is a research company whose mission is to find the best investors in the world and then track, analyze, and evaluate their trading activity. The company's affiliate, Marketocracy Capital Management, is the investment advisor for the Marketocracy family of mutual funds and uses the research generated by Marketocracy Data Services.

    [ For more information about Marketocracy ]
   

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