SOURCE: Kubera Portfolios, LLC

April 04, 2007 13:48 ET

Kubera's Socially Screened Investment Portfolio Outperforms S&P 500 by More Than 17 Percent

Kubera Proves That Socially Conscious Investors Can Beat the Market and Still Have Peace of Mind

PACIFIC PALISADES, CA -- (MARKET WIRE) -- April 4, 2007 -- Kubera Portfolios, LLC, a leading national portfolio management company, today announced that its socially screened investment portfolio outperformed the S&P 500 Index by 17.6 percent over three years after fees. Kubera's socially screened investment portfolio returned 47.5 percent for investors after fees while the S&P 500 returned 29.9 percent before fees. Kubera also outperformed an average of 204 socially conscious equity funds tracked by Morningstar by 16.3 percent and an average of 13,956 non-screened stock mutual funds by 8.5 percent.

The below table compares the three-year cumulative performance of Kubera's socially screened investment portfolio against the S&P 500 and other investment portfolios between February 28, 2004 and February 28, 2007. It also indicates the current value of each portfolio based on an initial investment of $100,000.

                Portfolio                    Current Value   Performance

Kubera (after fees)                             $147,454         47.5%
Average of 13,956 stock mutual funds (not
 socially screened, before fees)                $138,993         39.0%
Average of 204 Morningstar "socially
 conscious funds" (after fees)                  $131,221         31.2%
S&P 500 (before fees)                           $129,860         29.9%
Domini Social Equity Fund (socially
 screened, after fees)                          $121,204         21.2%
"Kubera has shown that it is possible to build a globally diversified, socially screened portfolio that significantly outperforms the non-screened benchmarks as well as its socially screened peers," said Brent Kessel, CEO of Kubera Portfolios, LLC. "It is no longer true that socially conscious investors need to sacrifice financial return to have their social values reflected in their portfolios."

"Three years after investing $100,000 with Kubera, socially conscious investors would have earned $17,594 more than the S&P 500 Index for the same investment. They could ask themselves what they would do with the extra money -- fund a school in a developing nation, help save an endangered species, or remodel their kitchen," said Spencer Sherman, president of Kubera Portfolios, LLC. "We are not aware of any other socially responsible diversified portfolio that has so significantly outperformed the S&P 500 over this time period."

Ninety-seven percent of the more than 18,000 companies included in Kubera's socially screened portfolio pass stringent screens for social responsibility. Each portfolio is analyzed for compliance with a set of socially responsible investing screens by KLD Research & Analytics, Inc., a leading social-screening consulting firm.

Kubera achieved its performance by investing in no-load, low-cost passive index mutual funds to build diversified portfolios for its clients. Because Kubera invests in institutional index mutual funds that are not generally available to the public, its portfolios have a lower cost structure and better tax-efficiency than most retail mutual funds, thereby providing a greater return to its investors.

For more information about Kubera Portfolios, LLC and its socially screened investment portfolios, visit www.kuberaportfolios.com.

About Kubera Portfolios, LLC

Kubera is a national portfolio management company that primarily utilizes no-load, low-cost passive index mutual funds to build diversified portfolios for clients with $75,000 or more to invest. Kubera is a fee-only Registered Investment Advisor, meaning it sells no products other than its asset management services, and unlike most money managers, stockbrokers, and financial planners, it never earns commissions or kickbacks. Because Kubera invests in institutional index mutual funds that are not generally available to the public, its portfolios have a lower cost structure and better tax-efficiency than most retail mutual funds, thereby providing a greater return to its investors. Kubera's investment committee employs portfolio management strategies that have been thoroughly researched and used by many of the largest and most sophisticated investors in the country.

Disclosures

The figures shown are not intended to represent potential future performance of actual or hypothetical clients, portfolios, models, or asset classes. Future results may vary substantially from past results, due to a wide variety of uncontrollable and unpredictable factors. These factors may include market changes, military or political events, economic or societal changes, and many others. The performance statistics assume annual rebalancing at the end of each year, whereas actual client accounts may be rebalanced at irregular times based upon a number of factors. Actual client portfolios may never exactly match these models nor any models used in the future to guide their construction.

The figures shown may not represent past performance of actual portfolios. Different clients may have invested or withdrawn capital from this model at differing times during the period, which would lead to different investment results. These performance figures include mutual fund expense ratios (where mutual funds were used, as with Kubera's results). The figures omit taxes and custodial costs. The inclusion of these costs would reduce the illustrated returns. The figures are net of an assumed 0.75% per year reduction to cover Kubera management fees (their highest fee).

The performance for Kubera Portfolios is illustrated along with the performance of selected indices, for comparison purposes. The composition, returns, and volatility of these indices vary widely from that of the model portfolio. The indices were chosen to illustrate the performance of individual asset classes within the US securities markets, and because the Kubera Portfolio is comprised of multiple asset classes, results are not directly comparable. Index returns do not include the actual costs of investment or taxes, and including these costs would reduce the returns shown for the indices.

Contact Information

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