Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return6.140.161.059.39-1.05
    Category Average1.40-4.591.515.14-0.59
    Assets for Each Yr*1.311.481.181.191.09
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.05 2.40 4.78

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,091 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.72 1.50 Above Avg
    International Stock 3.0 1.00 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology -4.22 0.77
    Teradyne Inc* Technology -6.90 0.60
    Target Corp* Consumer Defensive 18.44 0.52
    UnitedHealth Group Inc* Healthcare 16.13 0.46
    Mastercard Inc A* Financial Services 33.44 0.43
    Visa Inc Class A* Financial Services 19.06 0.42
    Electronic Arts Inc* Technology 34.46 0.41
    Activision Blizzard Inc* Technology 20.53 0.40
    Centene Corp* Healthcare 24.50 0.39
    D.R. Horton Inc* Consumer Cyclical -19.72 0.39
    MKS Instruments Inc* Technology 5.27 0.37
    Louisiana-Pacific Corp* Basic Materials 3.05 0.35
    Dollar Tree Inc* Consumer Defensive -18.94 0.34
    Express Scripts Holding Co* Healthcare 6.15 0.34
    Jabil Inc* Technology 8.11 0.34
    PulteGroup Inc* Consumer Cyclical -12.90 0.34
    Accenture PLC A* Technology 5.14 0.33
    Carnival Corp* Consumer Cyclical -2.85 0.32
    Fiserv Inc* Industrials 15.26 0.32
    Lowe's Companies Inc* Consumer Cyclical 6.56 0.31

    Best 5-Year Relative Performance | More
    06-22-18

    Worst 5-Year Relative Performance | More
    06-22-18

    Lowest Expenses | More
    06-22-18

    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
    06-22-18

    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
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 7.20
    Grizzly Short Greg M. Swenson 6.20
    Leuthold Select Indu Chun Wang 6.10
    Leuthold Global Indu Greg M. Swenson 5.50
    Leuthold Core Invest Douglas R. Ramsey 4.70

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 4.70
    Leuthold Global Indu Greg M. Swenson 5.50
    Leuthold Select Indu Chun Wang 6.10
    Grizzly Short Greg M. Swenson 6.20
    Leuthold Global Inst Douglas R. Ramsey 7.20