Marketocracy Masters 100
1200 Park Place Suite 100 San Mateo CA 94403
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Phone: 888-884-8482
| Category: | Mid-Cap Blend | | Fund Family: | Marketocracy Funds | | Net Assets: | 20.65M | | Year-to-Date Return: | -38.20% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Nov-01 |
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Ken Kam
Lead Manager since
05-Nov-01 | | | Kam is the President and founder of MCM, which he formed in June 2000. From 1994 until 1999, he served as a portfolio manager for several of the Firsthand Funds, which were technology- and medical-related mutual funds, and was President and co-founder of Firsthand Capital Management, Inc.. Prior to 1994, he was co-founder and vice president of Marketing and Finance for Novoste Puerto Rico, Inc., a medical device company headquartered in Aguadilla, Puerto Rico. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund primarily invests in common stocks of U.S. and foreign companies (including investment companies) of any size, seeking to outperform the S & P 500 index. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 2.17 | | Annual Holdings Turnover
| 116.00% | | Average for Category:
| 91.13% |
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| Expense | MOFQX | Category
Avg | | Total Expense Ratio: | 1.95%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$658 | $654 | | 5 Yr Expense Projection*: |
$1,129 | $1,012 | | 10 Yr Expense Projection*: |
$2,431 | $1,941 |
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6.54% Nasdaq 
0.07 (1.21%) 
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