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Mount Lucas US Focused Eq I (BMLEX)

On Nov 25: 6.78 USD  Down 0.02 (0.29%)  
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 MOUNT LUCAS US FOCUSED EQUITY F Delayed quote dataEdit
Net Asset Value:6.78
Trade Time:Nov 25
Change:Down 0.02 (0.29%)
Prev Close:6.80
YTD Return*:23.93%
Net Assets*:4.30M
Yield*:2.64%
* As of 31-Oct-09
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 HEADLINES 
No headlines available for BMLEX.

 FUND BASICS31-Oct-09
Morningstar Overall Rating:N/A
Total Assets:4.30M
Category:Large Value
Total Expense Ratio:0.95%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:23.93%
5y Avg Return:N/A
Rank in Category (ytd):146
% Rank in Category (ytd):10.94%
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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