Mount Lucas US Focused Equity Fund

Class Inst (BMLEX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 3 1
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 29.49 percent over the past year, 16.70 percent over the past three years, and 21.11 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.7%
1 Year 29.5%
3 Years (Annualized) 16.7%
5 Years (Annualized) 21.1%
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation. The fund invests, under normal market conditions, in U.S. common stocks and other equity securities. It will invest at least 80% of assets in U.S. common stocks and equity securities. Equity securities include common stocks, preferred stocks. While the fund will not concentrate its investments in any one industry, the fund may from time to time have a significant exposure in one or more sectors of the economy if the Sub-Adviser's computer equity model favors such sector or sectors. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Mount Lucas US Focused Equity Fund has an expense ratio of 0.95 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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Large Value Funds

Highest Returns (10-year)

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