How to invest
The Masters 100 Fund can be purchased directly from Marketocracy Funds or through many major brokerage firms.
The Masters 100 Fund can be purchased directly from Marketocracy Funds or through many major brokerage firms.
Prospectus
The prospectus offers a description of the Masters 100 Fund's investment strategy.
[ CLICK HERE ]
The prospectus offers a description of the Masters 100 Fund's investment strategy.
[ CLICK HERE ]
Statement of Additional Information
The Statement of Additional Information should be read in conjunction with the Prospectus.
[ CLICK HERE ]
The Statement of Additional Information should be read in conjunction with the Prospectus.
[ CLICK HERE ]
To download the Prospectus you must be a citizen or resident of the U.S.
To invest directly with Marketocracy Funds
Please select the appropriate application for the kind of account you wish to open. The minimum investment is $2,000. Call toll-free 888 884 8482 for assistance.
Please select the appropriate application for the kind of account you wish to open. The minimum investment is $2,000. Call toll-free 888 884 8482 for assistance.
Regular Account
Choose this application for a regular [non-retirement, taxable] account
[ CLICK HERE ]
Choose this application for a regular [non-retirement, taxable] account
[ CLICK HERE ]
Coverdell Educational Savings Account
Choose this application for a Coverdell Education Savings Account.
[ CLICK HERE ]
Choose this application for a Coverdell Education Savings Account.
[ CLICK HERE ]
IRA/401K Transfer Application
Choose this application to transfer an EXISTING IRA or 401k account.
[ CLICK HERE ]
Choose this application to transfer an EXISTING IRA or 401k account.
[ CLICK HERE ]
Please send your completed application to:
US Bancorp Fund Services LLC
P.O. Box 701
Milwaukee, WI 53201-0701
US Bancorp Fund Services LLC
P.O. Box 701
Milwaukee, WI 53201-0701
To obtain a prospectus containing more complete information about the Fund, including fees and expenses, click here. Please read it carefully before investing. Past performance is not a guarantee of future performance or results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. The m100 group, upon which the Masters 100 Fund's portfolio manager relies in managing the Fund, is comprised of individuals who may be amateur investors, not investment professionals. Their track records are based on the performance of a simulated stock portfolio on the website www.marketocracy.com. Members of the m100 group are neither employees of the Fund or its adviser, Marketocracy Capital Management, LLC.Standard & Poors 500 Index is comprised of 500 selected common stocks most of which are listed on the NYSE. The S&P 500 is an unmanaged index and cannot be managed in directly.
Data sources: Marketocracy Funds and S&P Data.
Distributor: Rafferty Capital Markets.