Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return15.226.140.161.052.24
    Category Average5.311.40-4.591.511.42
    Assets for Each Yr*1.291.311.481.181.15
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 2.24 2.34 5.06

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,150 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.21 1.50 Above Avg
    International Stock 4.0 0.87 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-17

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 17.96 0.59
    United Rentals Inc* Industrials 13.67 0.58
    Delta Air Lines Inc* Industrials -7.05 0.56
    Hawaiian Holdings Inc* Industrials -18.16 0.55
    Southwest Airlines Co* Industrials 4.29 0.53
    Applied Materials Inc* Technology 19.86 0.53
    Northrop Grumman Corp* Industrials 3.46 0.52
    Electronic Arts Inc* Technology 12.25 0.52
    Teradyne Inc* Technology 18.74 0.51
    Jabil Circuit Inc* Technology 20.32 0.47
    Activision Blizzard Inc* Technology 33.54 0.46
    UnitedHealth Group Inc* Healthcare 5.18 0.46
    Arrow Electronics Inc* Technology 1.67 0.43
    Visa Inc Class A* Financial Services 13.08 0.43
    International Business Machines * Technology 5.60 0.42
    Mastercard Inc A* Financial Services 7.44 0.40
    American Airlines Group Inc* Industrials -13.21 0.40
    Aetna Inc* Healthcare 4.30 0.40
    Tech Data Corp* Technology 8.49 0.40
    Accenture PLC A* Technology 6.41 0.39

    Best 5-Year Relative Performance | More
    03-21-17

    Worst 5-Year Relative Performance | More
    03-21-17

    Lowest Expenses | More
    03-21-17

    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
    03-21-17

    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
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 5.90
    Grizzly Short Greg M. Swenson 4.90
    Leuthold Select Indu Chun Wang 4.90
    Leuthold Global Indu Greg M. Swenson 4.30
    Leuthold Core Invest Douglas R. Ramsey 3.40

    Shortest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 3.40
    Leuthold Global Indu Greg M. Swenson 4.30
    Grizzly Short Greg M. Swenson 4.90
    Leuthold Select Indu Chun Wang 4.90
    Leuthold Global Inst Douglas R. Ramsey 5.90