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Total Value: $924,566.97 Cash Value: $753,240.47 Stock Value: $171,326.50 Shares: 100,000 Price: $9.25
Fund Performance for philliez   May 18, 2013
left curve  price history right curve
   
graph of fund vs. market indexes
ZMF 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:    philliez Inception:    Aug 17, 2007
Description:
...
     
left curve  Club Memberships right curve
   
Name Members  
Tranceaddict Investors 23 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 23%
Energy 28%
Health Care 12%
Information Technology 11%
Materials 12%
Telecommunications 7%
Utilities 7%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 31%
Large Cap Blend 27%
Large Cap Value 12%
Mid Cap Growth 9%
Mid Cap Value 1%
Small Cap Growth 10%
Small Cap Blend 3%
Small Cap Value 7%
   
 
  Value Blend Growth  
Large 12% 27% 31% 70%
Medium 1% 0% 9% 10%
Small 7% 3% 10% 20%
Micro 0% 0% 0% 0%
  20% 30% 50%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.43%
Last Month 1.64%
Last 3 Months 1.57%
Last 6 Months 4.06%
Last 12 Months 4.35%
Last 2 Years -0.63%
Last 3 Years 2.04%
Last 5 Years -6.32%
Since Inception -7.54%
(Annualized) -1.35%
S&P500 RETURNS
Last Week 2.14%
Last Month 7.68%
Last 3 Months 10.33%
Last 6 Months 24.00%
Last 12 Months 30.71%
Last 2 Years 30.04%
Last 3 Years 58.68%
Last 5 Years 30.84%
Since Inception 30.95%
(Annualized) 4.80%
RETURNS VS S&P500
Last Week -1.71%
Last Month -6.04%
Last 3 Months -8.75%
Last 6 Months -19.94%
Last 12 Months -26.35%
Last 2 Years -30.66%
Last 3 Years -56.64%
Last 5 Years -37.16%
Since Inception -38.49%
(Annualized) -6.15%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR philliez's Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Dec 31, 2007 N/C N/C
Mar 31, 2008 N/C N/C N/C
Jun 30, 2008 N/C N/C N/C
Sep 30, 2008 N/C N/C N/C N/C
Dec 31, 2008 N/C N/C N/C N/C
Mar 31, 2009 N/C N/C N/C N/C
Jun 30, 2009 N/C N/C N/C N/C
Sep 30, 2009 N/C N/C N/C N/C N/C
Dec 31, 2009 N/C N/C N/C N/C N/C
Mar 31, 2010 N/C N/C N/C N/C N/C
Jun 30, 2010 N/C N/C N/C N/C N/C
Sep 30, 2010 N/C N/C N/C N/C N/C N/C
Dec 31, 2010 N/C N/C N/C N/C N/C N/C
Mar 31, 2011 N/C N/C N/C N/C N/C N/C
Jun 30, 2011 N/C N/C N/C N/C N/C N/C
Sep 30, 2011 N/C N/C N/C N/C N/C N/C N/C
Dec 31, 2011 N/C N/C N/C N/C N/C N/C N/C
Mar 31, 2012 N/C N/C N/C N/C N/C N/C N/C
Jun 30, 2012 N/C N/C N/C N/C N/C N/C N/C
Sep 30, 2012 N/C N/C N/C N/C N/C N/C N/C
Dec 31, 2012 N/C N/C N/C N/C N/C N/C N/C
     
    N/C = "Not Compliant", and means philliez's Mutual Fund wasn't compliant for that period.
A blue star means philliez's Mutual Fund was in the top 100 funds for that period.
A green star means philliez's Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that philliez'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   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 philliez
Age: 20  Occupation: Web Production Supervisor 
Other Interests : Electronic Music, Automotive Industry     
    [ for more information about philliez ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by philliez. 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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