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Mount Lucas US Focused Eq I (BMLEX)

On Feb 9: 6.79 USD  Up 0.10 (1.49%)  
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MOUNT LUCAS US FOCUSED EQUITY F Delayed quote dataEdit
Net Asset Value: 6.79
Trade Time: Feb 9
Change: Up 0.10 (1.49%)
Prev Close: 6.69
YTD Return*: -2.72%
Net Assets*: 4.60M
Yield*: 0.97%
* As of 31-Jan-10
Mount Lucas US Focused Eq I (BMLEX)
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: N/A
Total Assets: 4.60M
Category: Large Value
Total Expense Ratio: 0.95%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -2.72%
5y Avg Return: N/A
Rank in Category (ytd): 384
% Rank in Category (ytd): 28.98%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

FUND SUMMARY
The investment seeks capital appreciation. The fund normally invests at least 80% of net assets in U.S. common stocks and equity securities. It generally holds between 20-40 stocks and expects an annual turnover rate of approximately 80%. The fund Invests in large capitalization companies with value and momentum characteristics. It is nondiversified.
Fund Profile


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