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(BRUSX)
General Fund Information
  
Category:Tobacco Free Funds
Style:
Assets: ($ millions)$96.7

Account min.:$2,000
Reinvest. min.:$100
IRA account min.: 
IRA reinvest min.: 
Type:
Expenses:1.48%
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:23.04
Avg. P/B:2.53
Avg. YTM: 
Avg. Coupon Rate: 
Social Issues12/31/17
Shareholder activism:
Community investment:-
Environment:-
Human rights:-
Employment:-
Products and Services:-
Weapons:-
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:-/X/-
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries3.13% 
Cap. Goods & Tech.2.32% 
Consumer Cyclicals12.09% 
Consumer Non-Cyclicals27.58% 
Energy5.05% 
Finance5.52% 
Miscellaneous30.87% 
Transportation9.52% 
Utilities3.92% 
Fund Performance12/31/17
Year to date: 3.88%
Year to date: 3.88%
1 Year: 3.88%
Annualized returns:
3 Year: -0.20%
5 Year: 9.01%
10 Year: 4.93%
Since inception: 13.61%
Inception date: 08/05/94
Bear Market: -30.01%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:-9.25
Alpha 5YR:-4.94
Beta 3YR:1.00
Beta 5YR:1.04
R. Squared 3YR:73.56
R. Squared 5YR:78.36
Sharpe 3YR:-0.03
Sharpe 5YR:0.53
Std. Dev. 3YR:16.44
Std. Dev. 5YR:16.44
Sectors Pie Chart 
Sector Distribution Chart

 

 
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