Mount Lucas US Focused Equity Fund

Class Inst (BMLEX)
Scorecard
2 / 5 Stars
Lipper
4 3 2 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 96.07 96.07
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 3.93 3.93
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2013

Top 10 Holdings

Performance as of 05.31.2013

Portfolio as of 03.31.2013

Ticker YTD Return % % Net Assets
Safeway Inc. SWY 29.22 9.8
Seagate Technology PLC STX 45.76 9.07
Marathon Petroleum Corp MPC 31.3 8.59
Northrop Grumman Corp NOC 24.59 7.58
Valero Energy Corporation VLO 30.37 7.54
Whirlpool Corporation WHR 25.35 5.2
Allstate Corp ALL 19.42 4.37
Travelers Companies, Inc. TRV 17.27 4.35
Lincoln National Corp (Radnor, PA) LNC 37.22 3.99
LyondellBasell Industries NV LYB 19.48 3.93
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