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Total Value: $923,464.23 Cash Value: $107,983.23 Stock Value: $815,481.00 Shares: 100,000 Price: $9.23
Fund Performance for dheillyx   September 01, 2010
left curve  price history right curve
   
graph of fund vs. market indexes
DMF m100 S&P 500 DJIA 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:    dheillyx Inception:    Aug 27, 2007
Description:
Mix of annual trading and monthly trading. Mechanical investing only
     
left curve  Club Memberships right curve
   
Name Members  
Mechanical Investors 90 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 7%
Consumer Staples 7%
Energy 12%
Financials 8%
Industrials 8%
Information Technology 42%
Materials 6%
Utilities 9%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 2%
Mid Cap Growth 12%
Mid Cap Value 19%
Small Cap Growth 10%
Small Cap Blend 6%
Small Cap Value 11%
Micro Cap Growth 8%
Micro Cap Blend 7%
Micro Cap Value 23%
   
 
  Value Blend Growth  
Large 0% 0% 2% 2%
Medium 19% 0% 12% 31%
Small 11% 6% 10% 27%
Micro 23% 7% 8% 38%
  53% 13% 32%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 1.82%
Last Month -6.60%
Last 3 Months 1.56%
Last 6 Months 4.01%
Last 12 Months 17.62%
Last 2 Years -3.62%
Last 3 Years -8.04%
Last 5 Years N/A
Since Inception -7.65%
(Annualized) -2.60%
S&P500 RETURNS
Last Week 2.43%
Last Month -3.81%
Last 3 Months -1.54%
Last 6 Months -4.19%
Last 12 Months 10.46%
Last 2 Years -11.63%
Last 3 Years -21.54%
Last 5 Years N/A
Since Inception -21.12%
(Annualized) -7.56%
RETURNS VS S&P500
Last Week -0.62%
Last Month -2.79%
Last 3 Months 3.10%
Last 6 Months 8.19%
Last 12 Months 7.16%
Last 2 Years 8.01%
Last 3 Years 13.49%
Last 5 Years N/A
Since Inception 13.47%
(Annualized) 4.95%
     
left curve  fund rankings right curve
    For the six month period ending June 30, 2010 dheillyx's Mutual Fund outperformed 96.3% of the other funds on our site.
     
   
ALL RANKINGS FOR dheillyx's Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Dec 31, 2007 95.8% 86.8% Q: Top Quartile
Mar 31, 2008 6.8% 26.4% 64.5%
Jun 30, 2008 70.0% 81.0% Q: Top Quartile 66.4%
Sep 30, 2008 35.7% 22.8% 34.9% 50.2%
Dec 31, 2008 54.2% 12.3% 14.2% 15.6%
Mar 31, 2009 73.4% 69.0% 22.7% 30.2%
Jun 30, 2009 83.6% 84.0% Q: Top Quartile 85.6% Q: Top Quartile 25.4%
Sep 30, 2009 86.2% 94.0% Q: Top Quartile 91.6% Q: Top Quartile 78.9% Q: Top Quartile 83.1% Q: Top Quartile
Dec 31, 2009 83.5% 6.1% 61.2% 82.3% Q: Top Quartile 40.6%
Mar 31, 2010 36.2% 61.3% 10.6% 78.5% Q: Top Quartile 55.7%
Jun 30, 2010 93.8% 96.8% Q: Top Quartile 96.3% Q: Top Quartile 93.2% Q: Top Quartile 56.6%
     
    N/C = "Not Compliant", and means dheillyx's Mutual Fund wasn't compliant for that period.
A blue star means dheillyx's Mutual Fund was in the top 100 funds for that period.
A green star means dheillyx's Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that dheillyx'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 8.26%
Beta 1.13
R-Squared 0.78
     
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 dheillyx
Age: 44  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about dheillyx ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by dheillyx. 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 ]
   

For information about Marketocracy Funds, click here. Or send email to funds@marketocracy.com

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