Leuthold Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return15.226.140.161.059.07
    Category Average5.311.40-4.591.514.10
    Assets for Each Yr*1.291.311.481.181.20
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 9.07 3.92 6.42

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,204 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.29 1.50 Above Avg
    International Stock 4.0 0.97 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 102.94 0.79
    Applied Materials Inc* Technology 80.17 0.69
    Activision Blizzard Inc* Technology 78.43 0.69
    Electronic Arts Inc* Technology 41.70 0.66
    Southwest Airlines Co* Industrials 11.55 0.63
    Delta Air Lines Inc* Industrials 4.62 0.58
    Teradyne Inc* Technology 73.39 0.57
    Jabil Inc* Technology 24.29 0.55
    UnitedHealth Group Inc* Healthcare 33.25 0.51
    Visa Inc Class A* Financial Services 43.18 0.49
    Hawaiian Holdings Inc* Industrials -31.63 0.46
    Aetna Inc* Healthcare 42.34 0.46
    Carnival Corp* Consumer Cyclical 28.64 0.46
    Tech Data Corp* Technology 7.78 0.46
    Arrow Electronics Inc* Technology 10.06 0.45
    Mastercard Inc A* Financial Services 46.45 0.45
    D.R. Horton Inc* Consumer Cyclical 74.97 0.44
    Anthem Inc* Healthcare 55.03 0.43
    PulteGroup Inc* Consumer Cyclical 75.03 0.41
    Fiserv Inc* Industrials 21.89 0.41

    Best 5-Year Relative Performance | More
    11-16-17

    Worst 5-Year Relative Performance | More
    11-16-17

    Lowest Expenses | More
    11-16-17

    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
    11-16-17

    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
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 6.60
    Grizzly Short Greg M. Swenson 5.60
    Leuthold Select Indu Chun Wang 5.50
    Leuthold Global Indu Greg M. Swenson 4.90
    Leuthold Core Invest Douglas R. Ramsey 4.10

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 4.10
    Leuthold Global Indu Greg M. Swenson 4.90
    Leuthold Select Indu Chun Wang 5.50
    Grizzly Short Greg M. Swenson 5.60
    Leuthold Global Inst Douglas R. Ramsey 6.60