| 9.57 Net Asset Value | -1.54% 1 Day | +9.00% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 2.04% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +4.82% | 3 years | +6.87% | |
| 3 months | +2.13% | 5 years | -5.32% | |
| 1 year | +4.05% | Since inception | +3.19% |
| MOFQX | Category | |
|---|---|---|
| Performance 5-yr return | -5.32% | +6.81% |
| Expense ratio | 2.04% | 1.27% |
| Risk 5 year sharpe ratio | -0.15 | 0.35 |
| Net assets | $8.3M | $1.4B |
| Average market cap | $2.8B | $6.2B |
| Average P/E | 13.0 | 18.1 |
| Portfolio turnover | 765% | 765% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Marketocracy Funds |
| Fund manager & tenure | Kendrick Kam / 15 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 30.41% |
| Industrial materials | 14.05% |
| Energy | 11.81% |
| Financial service | 11.55% |
| Hardware | 8.17% |
| DEPO DepoMed, Inc. | 10.46% |
| STJ St Jude Medical, Inc. | 9.07% |
| PSQ ProShares Short QQQ | 8.84% |
| IMUC ImmunoCellular Therapeutics Limited | 3.51% |
| PRAN Prana Biotechnology Limited ADR | 3.14% |
| NKTR Nektar Therapeutics, Inc. | 2.90% |
| AIG American International Group Inc | 2.77% |
| MPC Marathon Petroleum Corp | 2.65% |
| DTV Directv | 2.51% |
| DHIL Diamond Hill Investment Group, Inc. | 1.34% |
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