Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return15.226.140.161.054.36
    Category Average5.311.40-4.591.512.19
    Assets for Each Yr*1.291.311.481.181.15
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 4.36 1.77 5.96

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,151 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.20 1.50 Above Avg
    International Stock 3.0 0.90 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-27-17

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 56.68 0.79
    Applied Materials Inc* Technology 43.29 0.69
    Activision Blizzard Inc* Technology 70.23 0.69
    Electronic Arts Inc* Technology 49.31 0.66
    Southwest Airlines Co* Industrials 13.90 0.63
    Delta Air Lines Inc* Industrials 2.63 0.58
    Teradyne Inc* Technology 35.91 0.57
    Jabil Inc* Technology 32.49 0.55
    UnitedHealth Group Inc* Healthcare 18.91 0.51
    Visa Inc Class A* Financial Services 28.04 0.49
    Hawaiian Holdings Inc* Industrials -27.19 0.46
    Aetna Inc* Healthcare 25.11 0.46
    Carnival Corp* Consumer Cyclical 28.87 0.46
    Tech Data Corp* Technology 21.94 0.46
    Arrow Electronics Inc* Technology 17.01 0.45
    Mastercard Inc A* Financial Services 25.51 0.45
    D.R. Horton Inc* Consumer Cyclical 32.71 0.44
    Anthem Inc* Healthcare 28.55 0.43
    PulteGroup Inc* Consumer Cyclical 33.51 0.41
    Fiserv Inc* Industrials 19.47 0.41

    Best 5-Year Relative Performance | More
    07-27-17

    Worst 5-Year Relative Performance | More
    07-27-17

    Lowest Expenses | More
    07-27-17

    Fund Name Expense Ratio Analyst Report  
    Leuthold Core Investment Ret 1.17 --
    Leuthold Global Industries I 1.25 --
    Leuthold Global Inst 1.36 --
    Leuthold Select Industries 1.50 --
    Grizzly Short 1.52 --

    Highest Expenses | More
    07-27-17

    Fund Name Expense Ratio Analyst Report  
    Grizzly Short 1.52 --
    Leuthold Select Industries 1.50 --
    Leuthold Global Inst 1.36 --
    Leuthold Global Industries I 1.25 --
    Leuthold Core Investment Ret 1.17 --

    Longest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 6.30
    Grizzly Short Greg M. Swenson 5.30
    Leuthold Select Indu Chun Wang 5.20
    Leuthold Global Indu Greg M. Swenson 4.60
    Leuthold Core Invest Douglas R. Ramsey 3.80

    Shortest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 3.80
    Leuthold Global Indu Greg M. Swenson 4.60
    Leuthold Select Indu Chun Wang 5.20
    Grizzly Short Greg M. Swenson 5.30
    Leuthold Global Inst Douglas R. Ramsey 6.30