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Invest TodayDave Woloch
- Fairlawn, OH
- May 02, 2001
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.
| (DXF) DXF2 Fund | |||
|---|---|---|---|
| MODEL INCEPTION (05/03/2018) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | Actions |
| 1+ YRS (As of: 11/29/2019) | 3.19% | 14.57% | View Fund Stats |
| Show Fund Strategy | |||
| Click Here to View More Information About This Fund. | |||
| (DMF) dwoloch's Mutual Fund | |||
|---|---|---|---|
| MODEL INCEPTION (05/03/2001) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | Actions |
| 18+ YRS (As of: 11/29/2019) | -3.92% | 7.23% | View Fund Stats |
| RETURN PERIOD (As Of: 08/31/2019) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | ACHIEVEMENTS |
| 15 YRS | 1.49% | 8.95% |  |
| 10 YRS | 0.66% | 13.44% |  |
| 5 YRS | -2.01% | 10.10% |  |
| 3 YRS | -2.37% | 12.71% |  |
| 1 YR | -12.87% | 2.93% |  |
| Show Fund Strategy | |||
| Click Here to View More Information About This Fund. | |||
dwoloch's Mutual Fund
| Color | Name | Allocation | Today |
|---|---|---|---|
| Unclassified Market Cap : Unclassified Style | 51.07% | -0.66% | |
| Mid Cap : Blend | 15.24% | -4.81% | |
| Large Cap : Blend | 10.42% | 0.09% | |
| Micro Cap : Value | 8.54% | -2.13% | |
| Micro Cap : Blend | 5.10% | 0.24% | |
| Small Cap : Value | 3.60% | 1.45% | |
| Mid Cap : Value | 3.39% | -1.14% | |
| Mid Cap : Growth | 2.65% | -0.73% |
The information below pertains to model data only.
| Fund Manager: | Total Model Net Assets: |
|---|---|
| Dave Woloch | $535,817.55 |
| Inception: | Ticker Symbol: | # of Securities: |
|---|---|---|
| May 03, 2001 | DMF | 19 |
| Description: |
|---|
Greetings prospective investor: |
| Color | Name | Allocation | Today |
|---|---|---|---|
| Health Care | 31.27% | -5.22% | |
| Unallocated | 25.06% | 0.08% | |
| Technology | 15.97% | -3.47% | |
| Energy | 8.72% | -0.02% | |
| Financials | 7.03% | -0.72% | |
| Other | 3.80% | 2.62% | |
| Materials | 3.60% | 1.45% | |
| Industrials | 2.99% | 4.10% | |
| Real Estate | 1.57% | 1.91% |
| Period | Returns | S&P 500 Returns | Returns VS S&P 500 |
|---|---|---|---|
| Last Week | 1.02% | 1.04% | -0.02% |
| Last Month | 0.03% | 3.32% | -3.29% |
| Last 3 Months | 6.86% | 7.86% | -1.00% |
| Last 6 Months | 18.90% | 15.26% | 3.64% |
| Last 12 Months | 1.37% | 17.08% | -15.71% |
| Since Inception | -52.43% | 264.66% | -317.09% |
| (Annualized) | -3.92% | 7.21% | -11.13% |