Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return6.140.161.059.39-3.24
    Category Average1.40-4.591.515.14-3.16
    Assets for Each Yr*1.311.481.181.191.02
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.24 2.01 3.17

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,016 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 1.62 1.50 Above Avg
    International Stock 2.0 0.85 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    UnitedHealth Group Inc* Healthcare 23.27 0.68
    Mastercard Inc A* Financial Services 31.59 0.65
    Universal Health Services Inc Cl* Healthcare 13.06 0.60
    Lam Research Corp* Technology -20.33 0.54
    Lowe's Companies Inc* Consumer Cyclical 4.77 0.48
    Accenture PLC A* Technology 7.28 0.47
    D.R. Horton Inc* Consumer Cyclical -31.34 0.45
    Encompass Health Corp* Healthcare 47.10 0.43
    Teradyne Inc* Technology -18.10 0.42
    Williams-Sonoma Inc* Consumer Cyclical 28.94 0.41
    Waste Management Inc* Industrials 6.81 0.40
    Applied Materials Inc* Technology -33.51 0.39
    ASGN Inc* Industrials 4.62 0.38
    Norfolk Southern Corp* Industrials 17.23 0.35
    CSX Corp* Industrials 28.96 0.34
    Aaron's Inc* Industrials 25.04 0.33
    DaVita Inc* Healthcare -10.77 0.32
    PulteGroup Inc* Consumer Cyclical -25.83 0.31
    Fleetcor Technologies Inc* Industrials 1.10 0.31
    Marriott Vacations Worldwide Cor* Consumer Cyclical -43.27 0.29

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Fund Name Expense Ratio Analyst Report  
    Leuthold Core Investment Ret 1.21 --
    Leuthold Global Industries I 1.25 --
    Leuthold Global Inst 1.36 --
    Leuthold Select Industries 1.50 --
    Grizzly Short 2.63 --

    Highest Expenses | More
    11-13-18

    Fund Name Expense Ratio Analyst Report  
    Grizzly Short 2.63 --
    Leuthold Select Industries 1.50 --
    Leuthold Global Inst 1.36 --
    Leuthold Global Industries I 1.25 --
    Leuthold Core Investment Ret 1.21 --

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 7.60
    Grizzly Short Greg M. Swenson 6.60
    Leuthold Select Indu Chun Wang 6.50
    Leuthold Global Indu Greg M. Swenson 5.90
    Leuthold Core Invest Douglas R. Ramsey 5.00

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 5.00
    Leuthold Global Indu Greg M. Swenson 5.90
    Leuthold Select Indu Chun Wang 6.50
    Grizzly Short Greg M. Swenson 6.60
    Leuthold Global Inst Douglas R. Ramsey 7.60