Mount Lucas US Focused Eq I
1160 West Swedesford Road Suite 140 BERWYN PA 19312
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Phone: 888-572-0968
| Category: | Large Value | | Fund Family: | BHR Institutional | | Net Assets: | 4.30M | | Year-to-Date Return: | 23.93% | | Yield: | 2.64% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Sep-07 |
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Nan Q. Lu
Lead Manager since
19-Sep-07 | | | Lu is a Portfolio Manager and Director of Quantitative Equities of the firm. Before joining Mount Lucas in 2004, Ms. Lu was a founding partner of Frontier Wealth Management. She is responsible for research and trading. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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
(30-Dec-08):
| 0.17 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 90.00% | | Average for Category:
| 75.44% |
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| Expense | BMLEX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 1,063 | $638 | | 5 Yr Expense Projection*: |
$ 2,385 | $966 | | 10 Yr Expense Projection*: |
$ 5,532 | $1,855 |
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0.16% Nasdaq 0.00%
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