Mount Lucas US Focused Equity Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.23 1.23
Stocks 98.77 98.77
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
Ford Motor Co F 13.16 7.14
Assurant Inc AIZ 0.65 4.8
Tyson Foods Inc Class A TSN 13.63 4.74
Ryder System Inc R 21.44 4.74
Safeway Inc SWY 18.57 4.37
Staples Inc SPLS -29.2 4.26
Hewlett-Packard Co HPQ 23.25 4.24
Valero Energy Corp VLO 0.83 4.18
Xerox Corporation XRX 2.75 4.04
Delta Air Lines Inc DAL 47.18 4.03

Large Value Funds

Highest Returns (10-year)

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