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February 25, 2009

15 Marketocracy Model Funds Outperform Top Ranked U.S. Stock Fund for 5 Years

End of Year Rankings Highlight Current Hot Hands with Long-term Skill

San Mateo, CA, February 25, 2009 - Marketocracy Data Services LLC, (MDS) an investment research firm, whose mission is to find the best investors in the world, today announced its end of year results that puts its model funds atop the rankings against the best stock mutual funds in the country.

One key statistic: 201 Marketocracy model funds would have ranked within the top 50 of all U.S. stock mutual funds for five years as of December 31, 2008 and 49 out of those 201 would have also ranked in the top 50 of all U.S. stock mutual funds in 2008.

"Investing is a rare skill, so finding a portfolio manager, that can deliver performance that ranks at the top for all mutual funds for 5 years AND atop the rankings for the last year - especially a year like last year - is very difficult," explained Mark Taguchi, President of MDS. "Those performance numbers are the best indicators of long-term skill and short-term timeliness and as evidenced by the numbers, Marketocracy has a lot of managers with those qualities."

Below are some additional performance highlights from Marketocracy model funds as of December 31, 2008:

  • 15 Marketocracy model funds would have ranked above the top U.S. stock mutual fund for 5 years and six of those would also have ranked above the top U.S. stock mutual fund for 2008
  • 201 Marketocracy model funds would have ranked better than Top 50 U.S. stock mutual funds for 5 years and of those:
    • 7 would have ranked above the top U.S. stock mutual fund for 2008
    • 49 would have ranked above the top 50 U.S. stock mutual fund for 2008
    • 29 would have ranked above the top U.S. stock mutual fund for 3 years
    • 98 would have ranked above the top 50 U.S. stock mutual funds for 3 years
  • Out of the 50 highest returns for the five year period - 44 of those top ranked were Marketocracy model funds

Marketocracy's model funds are managed in real-time and performance is calculated net of fees based on a daily net asset value - the same way that mutual fund returns are calculated. The model funds included are long-only and can only invest in securities that trade on U.S. stock exchanges. The data includes Top 50 Domestic Stock Mutual Funds for 5 years as of 12/31/08 from Morningstar out of 3,028 Unique (use only one share class per multi-share class funds) from all 10,720 Domestic Stock Mutual Funds plus the 201 Marketocracy Model Funds that would have ranked better than Top 50 Domestic Stock Mutual Funds for 5 years. Performance charts are available to interested media.

"Performance is the best indicator of skill but digging much deeper into how that performance was delivered is what Marketocracy does best. Marketocracy has much more detailed trading data on more portfolio managers than any other firm and that gives us a distinct research advantage when searching for the best managers," described Taguchi. "It is like finding a needle in a haystack and Marketocracy's haystack goes beyond Wall Street's."

After more than eight years of tracking, analyzing, and evaluating 100,000 model funds, the "best of the best" managers are selected as mFOLIO Masters. MDS offers mFOLIOs, actively managed model portfolios of mFOLIO Masters, to registered investment advisors (RIAs) for use in separately managed accounts for their clients.

To learn more about the mFOLIO Masters, including Jack Weyland, and to see their investment track records, please visit: http://m100.marketocracy.com/jackweyland

Marketocracy Data Services LLC (MDS) is an investment research firm, whose mission is to find the best investors in the world by developing the most extensive farm system of investment talent, to refine a team investment process, and to generate actionable research. Its website - www.marketocracy.com - is home to over 80,000 people from 130 countries that manage 100,000 model stock funds.

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