Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return15.226.140.161.057.59
    Category Average5.311.40-4.591.513.41
    Assets for Each Yr*1.291.311.481.181.18
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 7.59 3.82 6.03

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,184 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.27 1.50 Above Avg
    International Stock 4.0 0.92 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-17

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 90.90 0.79
    Applied Materials Inc* Technology 72.42 0.69
    Activision Blizzard Inc* Technology 71.14 0.69
    Electronic Arts Inc* Technology 43.68 0.66
    Southwest Airlines Co* Industrials 18.69 0.63
    Delta Air Lines Inc* Industrials 8.90 0.58
    Teradyne Inc* Technology 55.47 0.57
    Jabil Inc* Technology 23.49 0.55
    UnitedHealth Group Inc* Healthcare 29.56 0.51
    Visa Inc Class A* Financial Services 38.80 0.49
    Hawaiian Holdings Inc* Industrials -29.56 0.46
    Aetna Inc* Healthcare 28.36 0.46
    Carnival Corp* Consumer Cyclical 31.79 0.46
    Tech Data Corp* Technology 9.35 0.46
    Arrow Electronics Inc* Technology 17.07 0.45
    Mastercard Inc A* Financial Services 42.44 0.45
    D.R. Horton Inc* Consumer Cyclical 52.98 0.44
    Anthem Inc* Healthcare 34.79 0.43
    PulteGroup Inc* Consumer Cyclical 50.16 0.41
    Fiserv Inc* Industrials 19.56 0.41

    Best 5-Year Relative Performance | More
    10-18-17

    Worst 5-Year Relative Performance | More
    10-18-17

    Lowest Expenses | More
    10-18-17

    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
    10-18-17

    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
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 6.50
    Grizzly Short Greg M. Swenson 5.50
    Leuthold Select Indu Chun Wang 5.40
    Leuthold Global Indu Greg M. Swenson 4.90
    Leuthold Core Invest Douglas R. Ramsey 4.00

    Shortest Manager Tenure | More
    10-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 4.00
    Leuthold Global Indu Greg M. Swenson 4.90
    Leuthold Select Indu Chun Wang 5.40
    Grizzly Short Greg M. Swenson 5.50
    Leuthold Global Inst Douglas R. Ramsey 6.50