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Dave Woloch

Fairlawn, OH
May 02, 2001

dwoloch.mytrackrecord.com

Investment Strategy

The DMF fund's strategy is to seek out and invest in solid companies that are either currently out of favor with the investment community, and/or trading below their potential value. This is done mainly through technical analysis based on charts of the company's stock price, and also traditional fundamental valuation methods.

Funds

(DMF) dwoloch's Mutual Fund
MODEL INCEPTION (05/03/2001)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	Actions
17+ YRS	-3.27%	6.77%	View Fund Stats Track Fund
RETURN PERIOD (As Of: 04/30/2018)	AVG. ANNUAL RETURN	S&P TOTAL RETURN	ACHIEVEMENTS
10 YRS	-0.13%	7.24%
5 YRS	-0.82%	16.37%
3 YRS	2.04%	11.16%
1 YR	1.06%	15.43%
Show Fund Strategy
Greetings prospective investor: Thank you for your interest and consideration in investing with the DMF fund. The DMF fund's strategy is to seek out and invest in solid companies trading on American indexes (DJIA, S&P, Nasdaq and Russell indexes) that are either currently out of favor with the investment community, and/or trading below their potential value. This is done mainly through technical analysis based on charts of the company's stock price, and also traditional fundamental valuation methods (i.e. p/e ratio). This fund may at times have a fairly high turnover as the fund's focus is technical in nature and will seek to take profits at specified price targets. This fund will typically be invested exclusively in stock equities, companies with market capitalizations typically greater than $1 billion, (but may also pursue special situation investments where the market capitalization is less than $1B) and with daily average trading volumes greater than 300 million shares. These organizations may include multinationals and have a large percentage of sales overseas. The fund will invest in different industry sectors, and may at times be more exposed in one sector over another. The typical investor will be someone seeking to grow and also preserve capital with a long term investment horizon (i.e. greater than three to five years).
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Achievements

dwoloch's Mutual Fund

Fund Overview Track This Fund

DMF | Price History

DMF | Fund Positions by Styles

Name	Allocation	Today
Large Cap : Blend	20.45%	2.02%
Unclassified Market Cap : Unclassified Style	18.38%	-2.73%
Large Cap : Value	17.13%	1.34%
Mid Cap : Value	12.22%	-1.13%
Large Cap : Growth	9.76%	-2.17%
Micro Cap : Value	8.68%	-0.03%
Mid Cap : Growth	7.12%	-0.07%
Micro Cap : Blend	3.92%	-0.34%
Small Cap : Value	2.36%	-5.11%

DMF | Fund Information

The information below pertains to model data only.

Fund Manager:	Total Model Net Assets:
Dave Woloch	$570,760.37

Inception:	Ticker Symbol:	# of Securities:
May 03, 2001	DMF	26

Description:
Greetings prospective investor: Thank you for your interest and consideration in investing with the DMF fund. The DMF fund's strategy is to seek out and invest in solid companies trading on American indexes (DJIA, S&P, Nasdaq and Russell indexes) that are either currently out of favor with the investment community, and/or trading below their potential value. This is done mainly through technical analysis based on charts of the company's stock price, and also traditional fundamental valuation methods (i.e. p/e ratio). This fund may at times have a fairly high turnover as the fund's focus is technical in nature and will seek to take profits at specified price targets. This fund will typically be invested exclusively in stock equities, companies with market capitalizations typically greater than $1 billion, (but may also pursue special situation investments where the market capitalization is less than $1B) and with daily average trading volumes greater than 300 million shares. These organizations may include multinationals and have a large percentage of sales overseas. The fund will invest in different industry sectors, and may at times be more exposed in one sector over another. The typical investor will be someone seeking to grow and also preserve capital with a long term investment horizon (i.e. greater than three to five years).

Description:

Greetings prospective investor:

Thank you for your interest and consideration in investing with the DMF fund. The DMF fund's strategy is to seek out and invest in solid companies trading on American indexes (DJIA, S&P, Nasdaq and Russell indexes) that are either currently out of favor with the investment community, and/or trading below their potential value. This is done mainly through technical analysis based on charts of the company's stock price, and also traditional fundamental valuation methods (i.e. p/e ratio). This fund may at times have a fairly high turnover as the fund's focus is technical in nature and will seek to take profits at specified price targets.

This fund will typically be invested exclusively in stock equities, companies with market capitalizations typically greater than $1 billion, (but may also pursue special situation investments where the market capitalization is less than $1B) and with daily average trading volumes greater than 300 million shares. These organizations may include multinationals and have a large percentage of sales overseas. The fund will invest in different industry sectors, and may at times be more exposed in one sector over another.

The typical investor will be someone seeking to grow and also preserve capital with a long term investment horizon (i.e. greater than three to five years).

DMF | Turnover

Last Month	26.37%
Last 3 Months	85.32%
Last 6 Months	149.22%
Last 12 Months	339.99%

DMF | 5 Most and Least Profitable

5 MOST PROFITABLE

5 LEAST PROFITABLE

Position	Symbol	Gains
1	NFLX	$65,675.78
2	KKD	$55,490.84
3	AUY	$47,909.13
4	CYD	$46,630.43
5	LMIA	$44,938.77

Position	Symbol	Gains
1	EXDSQ	-$141,896.64
2	BRCD	-$70,465.38
3	JNPR	-$65,061.95
4	QID	-$64,956.97
5	ARDI	-$50,530.44

DMF | Skill Metrics

	All Positions
Winning %	57.46%
Avg. Gain/Loss Ratio	0.60

DMF | Fund Positions by Sectors and Industries

Name	Allocation	Today
Technology	25.50%	-0.66%
Energy	18.17%	4.08%
Health Care	16.95%	-1.03%
Consumer Discretionary	12.88%	0.32%
Industrials	9.44%	1.62%
Financials	5.78%	1.09%
Materials	5.45%	-4.47%
Unallocated	4.53%	-8.23%
Real Estate	1.31%	-2.12%

DMF | Recent Returns vs Major Indexes

	Today	MTD	QTD	YTD
DMF	0.57%	9.00%	11.74%	4.20%
S&P 500	0.22%	3.21%	0.00%	0.00%
NASDAQ	0.32%	0.00%	0.00%	0.00%

DMF | Recent Returns

Period	Returns	S&P 500 Returns	Returns VS S&P 500
Last 7 Days	1.41%	0.18%	1.23%
Last 30 Days	7.26%	2.55%	4.71%
Last 3 Months	6.27%	1.11%	5.16%
Last 6 Months	12.27%	6.24%	6.03%
Last 12 Months	9.68%	17.02%	-7.34%
Last 2 Years	31.70%	38.68%	-6.98%
Last 3 Years	12.71%	36.82%	-24.11%
Last 5 Years	6.09%	83.15%	-77.06%
Last 10 Years	11.63%	146.40%	-134.77%
Since Inception	-43.25%	207.77%	-251.02%
(Annualized)	-3.27%	6.81%	-10.08%

Data as of: 05/21/2018

DMF | Alpha/Beta VS. S&P 500

Alpha	0%
Beta	0
R-Squared	0

DMF | 5 Best and Worst Returns

5 BEST

5 WORST

Position	Symbol	Inception Return
1	LFIN	65.31%
2	DVN	36.66%
3	CHK	10.92%
4	FANG	10.56%
5	OMI	5.35%

Position	Symbol	Inception Return
1	DRYS	-81.10%
2	ENDP	-47.17%
3	WFT	-40.56%
4	CELG	-39.04%
5	HOV	-29.92%