Mount Lucas US Focused Eq I
1160 West Swedesford Road Suite 140 BERWYN PA 19312
Map
Phone: 888-572-0968
| Category: | Large Value | | Fund Family: | BHR Institutional | | Net Assets: | 3.91M | | Year-to-Date Return: | -41.82% | | Yield: | 1.04% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Sep-07 |
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Roger E. Alcaly
Lead Manager since
19-Sep-07 | | | no bio |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| 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. |
| Last Dividend
(28-Dec-07):
| 0.06 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 60.91% |
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| Expense | BMLEX | Category
Avg | | Total Expense Ratio: | 0.00%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$303 | $591 | | 5 Yr Expense Projection*: |
$N/A | $885 | | 10 Yr Expense Projection*: |
$N/A | $1,741 |
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6.54% Nasdaq 
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