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Eugene Groysman

Sr. Business Analyst - Investment Analyst

  • May 08, 2003
Investment Strategy

Eugene was born in Kiev, Ukraine and emigrated with his family in 1979. Eugene holds two Masters degrees from University of Wisconsin Milwaukee, an MBA and a Masters in Financial Analysis. Currently Eugene works for Northwestern Mutual in the Managed Investment Department.


Funds
(EMF) EG Master Fund
MODEL INCEPTION (05/08/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS (As of: 12/03/2018) 15.37% 8.89% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.17% 13.75% Fund has a 10 year track record.  
5 YRS 8.42% 10.05% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 11.48% 10.37% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 7.53% 1.30% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • EMF Beat the 50th percentile of mutual funds over 5 years.
    Nov 30, 2018
  • EMF Beat the 50th percentile of mutual funds over 3 years.
    Nov 30, 2018
  • EMF Beat the 50th percentile of mutual funds over 1 year.
    Nov 30, 2018
Articles
EMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 50.39% -1.50%
Unclassified Market Cap : Unclassified Style 17.58% 0.41%
Large Cap : Value 16.27% 0.06%
Large Cap : Blend 9.66% 1.66%
Small Cap : Blend 4.35% 2.15%
Micro Cap : Growth 1.75% 0.62%
EMF | Price History
EMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Eugene Groysman $9,990,175.04
Inception: Ticker Symbol: # of Securities:
May 08, 2003 EMF 25
Description:

Aggressive growth, complimented by long term gains.

EMF | Turnover
Last Month 2%
Last 3 Months 10.4%
Last 6 Months 17.08%
Last 12 Months 25.06%
EMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 AAPL $2,037,092.32
2 CME $1,862,011.08
3 NFLX $1,566,578.90
4 AAXN $1,030,603.61
5 SODA $551,526.18
Position Symbol Gains
1 GTATQ -$188,594.61
2 BRCM -$148,227.05
3 DS -$102,376.54
4 FTR -$100,662.41
5 QMCQF -$95,325.00
EMF | Skill Metrics
All Positions
Winning % 43.70%
Avg. Gain/Loss Ratio 8.69
EMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 46.75% -0.01%
Financials 28.42% 1.21%
Unallocated 9.24% -1.04%
Consumer Discretionary 8.38% -7.82%
Health Care 5.51% 1.12%
Materials 1.69% 0.66%
EMF | Recent Returns vs S&P 500
MTD QTD YTD
EMF 0.09% 6.57% 17.90%
S&P 500 0.00% 0.00% 0.00%
EMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 2.62% 0.00% 2.62%
Last Month -1.62% -0.78% -0.84%
Last 3 Months -6.60% -8.73% 2.13%
Since Inception 828.21% 293.43% 534.78%
(Annualized) 15.37% 9.19% 6.18%
Data as of: 12/03/2018
EMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
EMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 CME 807.34%
2 SODA 570.78%
3 AAPL 570.76%
4 GOOGL 292.21%
5 NFLX 223.15%
Position Symbol Inception Return
1 QMCQF -78.68%
2 TEVA -7.29%
3 BKNG -7.16%
4 PCRFY -4.34%
5 ALL -0.96%