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Total Value: $1,015,024.99 Cash Value: $336,745.82 Stock Value: $678,279.16 Shares: 100,000 Price: $10.15
Fund Performance for glogsdon   February 12, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
GMF 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:    glogsdon Inception:    Jun 03, 2005
Description:
The goal is to achieve a significantly stronger YOY return than any of the major indexes by investing in approximately 35-45 under-valued equities that have a minimum upside 35%.
     
left curve  Club Memberships right curve
   
Name Members  
Go-Long 29 Overview 
Republican Club 4 Overview 
TALKING STOCK 13 Overview 
Value Club 45 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 14%
Consumer Staples 3%
Energy 21%
Financials 7%
Health Care 2%
Industrials 30%
Information Technology 12%
Materials 8%
Telecommunications 1%
Utilities 2%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 10%
Large Cap Value 3%
Mid Cap Value 1%
Small Cap Growth 7%
Small Cap Blend 21%
Small Cap Value 25%
Micro Cap Growth 2%
Micro Cap Blend 3%
Micro Cap Value 27%
   
 
  Value Blend Growth  
Large 3% 0% 10% 13%
Medium 1% 0% 0% 1%
Small 25% 21% 7% 53%
Micro 27% 3% 2% 32%
  56% 24% 19%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -0.38%
Last Month 2.80%
Last 3 Months 6.44%
Last 6 Months 6.01%
Last 12 Months 3.20%
Last 2 Years 27.34%
Last 3 Years 112.63%
Last 5 Years -21.36%
Since Inception 1.95%
(Annualized) 0.29%
S&P500 RETURNS
Last Week -0.12%
Last Month 4.01%
Last 3 Months 6.80%
Last 6 Months 15.15%
Last 12 Months 3.73%
Last 2 Years 30.95%
Last 3 Years 73.09%
Last 5 Years 4.00%
Since Inception 29.04%
(Annualized) 3.88%
RETURNS VS S&P500
Last Week -0.26%
Last Month -1.21%
Last 3 Months -0.37%
Last 6 Months -9.14%
Last 12 Months -0.53%
Last 2 Years -3.61%
Last 3 Years 39.53%
Last 5 Years -25.36%
Since Inception -27.09%
(Annualized) -3.59%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR Gray Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Sep 30, 2005 11.0% 2.3%
Dec 31, 2005 48.4% 40.5% 4.0%
Mar 31, 2006 90.0% 80.0% Q: Top Quartile 74.2%
Jun 30, 2006 98.4% 98.5% Q: Top Quartile 96.6% Q: Top Quartile 66.2%
Sep 29, 2006 38.3% 48.5% 95.8% Q: Top Quartile 95.1% Q: Top Quartile
Dec 29, 2006 88.3% 86.8% Q: Top Quartile 79.2% Q: Top Quartile 97.7% Q: Top Quartile
Mar 30, 2007 92.0% 85.3% Q: Top Quartile 91.6% Q: Top Quartile 98.5% Q: Top Quartile
Jun 29, 2007 34.0% 32.2% 64.3% 85.8% Q: Top Quartile 82.4% Q: Top Quartile
Sep 28, 2007 78.5% 23.8% 24.1% 63.5% 88.8% Q: Top Quartile
Dec 31, 2007 12.4% 4.3% 7.2% 14.1% 64.4%
Mar 31, 2008 0.4% 1.9% 0.7% 2.1% 16.0%
Jun 30, 2008 1.1% 1.6% 0.6% 0.7% 2.7% 5.0%
Sep 30, 2008 71.4% 93.8% Q: Top Quartile 38.3% 3.1% 5.7% 20.8%
Dec 31, 2008 35.7% 6.4% 41.1% 4.7% 2.7% 8.5%
Mar 31, 2009 N/C N/C N/C N/C N/C N/C
Jun 30, 2009 95.7% 97.9% Q: Top Quartile N/C N/C N/C N/C N/C
Sep 30, 2009 61.1% 46.7% 94.3% Q: Top Quartile N/C N/C N/C N/C
Dec 31, 2009 83.8% 76.8% Q: Top Quartile 63.4% N/C N/C N/C N/C
Mar 31, 2010 66.3% 77.5% Q: Top Quartile 85.9% Q: Top Quartile 95.7% Q: Top Quartile N/C N/C N/C
Jun 30, 2010 52.4% 64.1% 77.3% Q: Top Quartile 79.2% Q: Top Quartile N/C N/C N/C
Sep 30, 2010 4.0% 6.5% 18.7% 53.2% N/C N/C N/C
Dec 31, 2010 68.4% 67.6% 23.4% 50.5% N/C N/C N/C
Mar 31, 2011 41.0% 64.6% 67.2% 59.6% 92.3% Q: Top Quartile N/C N/C
Jun 30, 2011 72.1% 42.3% 53.6% 47.9% 68.4% N/C N/C
Sep 30, 2011 N/C N/C N/C N/C N/C N/C N/C
     
    N/C = "Not Compliant", and means Gray Fund wasn't compliant for that period.
A blue star means Gray Fund was in the top 100 funds for that period.
A green star means Gray Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Gray 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 -2.60%
Beta 1.00
R-Squared 0.70
     
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 glogsdon
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about glogsdon ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by glogsdon. 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.

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