1 / 5 Stars
1 1 3 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#105 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.35 percent over the past year, 3.79 percent over the past three years, 9.45 percent over the past five years, and 0.66 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||9.4%|
|10 Years (Annualized)||0.7%|
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 are High compared to funds in the same category.
Marketocracy Masters 100 Fund has an expense ratio of 1.95 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.