Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return6.140.161.059.39--
    Category Average1.40-4.591.515.140.45
    Assets for Each Yr*1.311.481.181.191.19
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 9.39 3.45 6.25

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,189 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.67 1.50 Above Avg
    International Stock 3.7 0.83 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 3.43 0.79
    Applied Materials Inc* Technology 6.61 0.69
    Activision Blizzard Inc* Technology 8.51 0.69
    Electronic Arts Inc* Technology 6.53 0.66
    Southwest Airlines Co* Industrials 0.03 0.63
    Delta Air Lines Inc* Industrials 5.98 0.58
    Teradyne Inc* Technology 8.22 0.57
    Jabil Inc* Technology 4.80 0.55
    UnitedHealth Group Inc* Healthcare 5.64 0.51
    Visa Inc Class A* Financial Services 5.59 0.49
    Hawaiian Holdings Inc* Industrials -4.02 0.46
    Aetna Inc* Healthcare 2.63 0.46
    Carnival Corp* Consumer Cyclical 3.24 0.46
    Tech Data Corp* Technology 6.63 0.46
    Arrow Electronics Inc* Technology 3.62 0.45
    D.R. Horton Inc* Consumer Cyclical -0.47 0.44
    Anthem Inc* Healthcare 7.44 0.43
    PulteGroup Inc* Consumer Cyclical 1.53 0.41
    Fiserv Inc* Industrials 4.87 0.41
    American Airlines Group Inc* Industrials 11.44 0.41

    Best 5-Year Relative Performance | More
    01-16-18

    Worst 5-Year Relative Performance | More
    01-16-18

    Lowest Expenses | More
    01-16-18

    Fund Name Expense Ratio Analyst Report  
    Leuthold Core Investment Ret 1.19 --
    Leuthold Global Industries I 1.25 --
    Leuthold Global Inst 1.36 --
    Leuthold Select Industries 1.50 --
    Grizzly Short 1.54 --

    Highest Expenses | More
    01-16-18

    Fund Name Expense Ratio Analyst Report  
    Grizzly Short 1.54 --
    Leuthold Select Industries 1.50 --
    Leuthold Global Inst 1.36 --
    Leuthold Global Industries I 1.25 --
    Leuthold Core Investment Ret 1.19 --

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 6.70
    Grizzly Short Greg M. Swenson 5.80
    Leuthold Select Indu Chun Wang 5.70
    Leuthold Global Indu Greg M. Swenson 5.10
    Leuthold Core Invest Douglas R. Ramsey 4.20

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 4.20
    Leuthold Global Indu Greg M. Swenson 5.10
    Leuthold Select Indu Chun Wang 5.70
    Grizzly Short Greg M. Swenson 5.80
    Leuthold Global Inst Douglas R. Ramsey 6.70