Marketocracy Masters 100 Fund

Class No Load (MOFQX)
Scorecard
1 / 5 Stars
Lipper
1 1 2 1 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

#77 in Mid-Cap Blend

U.S. News evaluated 135 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.40 percent over the past year, 3.19 percent over the past three years, 7.75 percent over the past five years, and 1.82 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date -2.3%
1 Year 15.4%
3 Years (Annualized) 3.2%
5 Years (Annualized) 7.8%
10 Years (Annualized) 1.8%

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Summary

The investment seeks capital appreciation. The fund primarily invests in stocks of U.S. and foreign companies of any size, seeking to outperform the Standard & Poor's 500 Composite Stock Price Index ("S&P 500 Index"). The types of securities in which the fund will generally invest include common stocks, preferred stocks, American Depositary Receipts ("ADRs"), investment companies and exchange traded funds ("ETFs").

Fees

Fees are Above Average compared to funds in the same category.
Marketocracy Masters 100 Fund has an expense ratio of 1.95 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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