Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return6.140.161.059.393.33
    Category Average1.40-4.591.515.141.56
    Assets for Each Yr*1.311.481.181.191.23
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.33 4.86 6.35

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,227 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.79 1.50 Above Avg
    International Stock 3.7 0.85 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 2.80 0.87
    Applied Materials Inc* Technology 10.00 0.73
    Activision Blizzard Inc* Technology 10.90 0.66
    UnitedHealth Group Inc* Healthcare 2.12 0.61
    Target Corp* Consumer Defensive 12.77 0.60
    Anthem Inc* Healthcare 3.12 0.58
    D.R. Horton Inc* Consumer Cyclical -12.02 0.57
    Electronic Arts Inc* Technology 18.88 0.57
    Centene Corp* Healthcare -0.67 0.54
    Visa Inc Class A* Financial Services 5.81 0.51
    Mastercard Inc A* Financial Services 14.01 0.48
    PulteGroup Inc* Consumer Cyclical -11.76 0.48
    Dollar Tree Inc* Consumer Defensive -1.51 0.48
    AbbVie Inc* Healthcare 22.66 0.48
    Aetna Inc* Healthcare -2.28 0.47
    Dollar General Corp* Consumer Defensive 2.71 0.46
    Humana Inc* Healthcare 7.38 0.43
    Accenture PLC A* Technology 4.81 0.42
    Carnival Corp* Consumer Cyclical 4.84 0.41
    Lowe's Companies Inc* Consumer Cyclical 3.02 0.41

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Lowest Expenses | More
    02-21-18

    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
    02-21-18

    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
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 6.80
    Grizzly Short Greg M. Swenson 5.90
    Leuthold Select Indu Chun Wang 5.80
    Leuthold Global Indu Greg M. Swenson 5.20
    Leuthold Core Invest Douglas R. Ramsey 4.30

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 4.30
    Leuthold Global Indu Greg M. Swenson 5.20
    Leuthold Select Indu Chun Wang 5.80
    Grizzly Short Greg M. Swenson 5.90
    Leuthold Global Inst Douglas R. Ramsey 6.80