Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return15.226.140.161.055.58
    Category Average5.311.40-4.591.512.91
    Assets for Each Yr*1.291.311.481.181.16
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 5.58 2.71 6.06

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,160 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.19 1.50 Above Avg
    International Stock 3.0 0.92 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-18-17

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 52.64 0.79
    Applied Materials Inc* Technology 37.90 0.69
    Activision Blizzard Inc* Technology 72.56 0.69
    Electronic Arts Inc* Technology 48.40 0.66
    Southwest Airlines Co* Industrials 7.08 0.63
    Delta Air Lines Inc* Industrials -2.55 0.58
    Teradyne Inc* Technology 33.90 0.57
    Jabil Inc* Technology 26.36 0.55
    UnitedHealth Group Inc* Healthcare 20.09 0.51
    Visa Inc Class A* Financial Services 32.02 0.49
    Hawaiian Holdings Inc* Industrials -26.84 0.46
    Aetna Inc* Healthcare 25.55 0.46
    Carnival Corp* Consumer Cyclical 31.02 0.46
    Tech Data Corp* Technology 20.83 0.46
    Arrow Electronics Inc* Technology 4.11 0.45
    Mastercard Inc A* Financial Services 27.65 0.45
    D.R. Horton Inc* Consumer Cyclical 31.69 0.44
    Anthem Inc* Healthcare 33.77 0.43
    PulteGroup Inc* Consumer Cyclical 38.52 0.41
    Fiserv Inc* Industrials 13.25 0.41

    Best 5-Year Relative Performance | More
    08-18-17

    Worst 5-Year Relative Performance | More
    08-18-17

    Lowest Expenses | More
    08-18-17

    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
    08-18-17

    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
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 6.30
    Grizzly Short Greg M. Swenson 5.30
    Leuthold Select Indu Chun Wang 5.30
    Leuthold Global Indu Greg M. Swenson 4.70
    Leuthold Core Invest Douglas R. Ramsey 3.80

    Shortest Manager Tenure | More
    08-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 3.80
    Leuthold Global Indu Greg M. Swenson 4.70
    Grizzly Short Greg M. Swenson 5.30
    Leuthold Select Indu Chun Wang 5.30
    Leuthold Global Inst Douglas R. Ramsey 6.30