Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return15.226.140.161.056.48
    Category Average5.311.40-4.591.513.11
    Assets for Each Yr*1.291.311.481.181.18
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.48 2.21 6.05

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,180 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.18 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
    09-18-17

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 68.98 0.79
    Applied Materials Inc* Technology 49.83 0.69
    Activision Blizzard Inc* Technology 78.62 0.69
    Electronic Arts Inc* Technology 52.31 0.66
    Southwest Airlines Co* Industrials 9.18 0.63
    Delta Air Lines Inc* Industrials -1.06 0.58
    Teradyne Inc* Technology 41.06 0.57
    Jabil Inc* Technology 30.97 0.55
    UnitedHealth Group Inc* Healthcare 25.17 0.51
    Visa Inc Class A* Financial Services 35.00 0.49
    Hawaiian Holdings Inc* Industrials -30.79 0.46
    Aetna Inc* Healthcare 30.84 0.46
    Carnival Corp* Consumer Cyclical 27.43 0.46
    Tech Data Corp* Technology 3.35 0.46
    Arrow Electronics Inc* Technology 11.92 0.45
    Mastercard Inc A* Financial Services 37.59 0.45
    D.R. Horton Inc* Consumer Cyclical 38.27 0.44
    Anthem Inc* Healthcare 30.07 0.43
    PulteGroup Inc* Consumer Cyclical 44.72 0.41
    Fiserv Inc* Industrials 18.11 0.41

    Best 5-Year Relative Performance | More
    09-18-17

    Worst 5-Year Relative Performance | More
    09-18-17

    Lowest Expenses | More
    09-18-17

    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
    09-18-17

    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
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 6.40
    Grizzly Short Greg M. Swenson 5.40
    Leuthold Select Indu Chun Wang 5.40
    Leuthold Global Indu Greg M. Swenson 4.80
    Leuthold Core Invest Douglas R. Ramsey 3.90

    Shortest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 3.90
    Leuthold Global Indu Greg M. Swenson 4.80
    Grizzly Short Greg M. Swenson 5.40
    Leuthold Select Indu Chun Wang 5.40
    Leuthold Global Inst Douglas R. Ramsey 6.40