Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return6.140.161.059.39-3.24
    Category Average1.40-4.591.515.14-3.16
    Assets for Each Yr*1.311.481.181.191.02
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.24 2.01 3.17

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,016 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 1.62 1.50 Above Avg
    International Stock 2.0 0.85 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-12-18

      Sector YTD Return % % Net Assets  
    HCA Healthcare Inc* Healthcare 62.75 0.88
    UnitedHealth Group Inc* Healthcare 24.71 0.68
    Mastercard Inc A* Financial Services 32.23 0.65
    Universal Health Services Inc Cl* Healthcare 15.02 0.60
    Lam Research Corp* Technology -20.89 0.54
    Humana Inc* Healthcare 36.51 0.49
    Lowe's Companies Inc* Consumer Cyclical 4.83 0.48
    Accenture PLC A* Technology 7.93 0.47
    D.R. Horton Inc* Consumer Cyclical -32.91 0.45
    Encompass Health Corp* Healthcare 50.37 0.43
    Cigna Corp* Healthcare 7.08 0.42
    Teradyne Inc* Technology -18.06 0.42
    Williams-Sonoma Inc* Consumer Cyclical 27.54 0.41
    Robert Half International Inc* Industrials 14.51 0.40
    Waste Management Inc* Industrials 6.90 0.40
    Applied Materials Inc* Technology -35.21 0.39
    The Kroger Co* Consumer Defensive 15.70 0.39
    ASGN Inc* Industrials 6.18 0.38
    Nordstrom Inc* Consumer Cyclical 38.05 0.38
    Laboratory Corp of America Holdi* Healthcare 5.01 0.37

    Best 5-Year Relative Performance | More
    11-12-18

    Worst 5-Year Relative Performance | More
    11-12-18

    Lowest Expenses | More
    11-12-18

    Fund Name Expense Ratio Analyst Report  
    Leuthold Core Investment Ret 1.21 --
    Leuthold Global Industries I 1.25 --
    Leuthold Global Inst 1.36 --
    Leuthold Select Industries 1.50 --
    Grizzly Short 2.63 --

    Highest Expenses | More
    11-12-18

    Fund Name Expense Ratio Analyst Report  
    Grizzly Short 2.63 --
    Leuthold Select Industries 1.50 --
    Leuthold Global Inst 1.36 --
    Leuthold Global Industries I 1.25 --
    Leuthold Core Investment Ret 1.21 --

    Longest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 7.60
    Grizzly Short Greg M. Swenson 6.60
    Leuthold Select Indu Chun Wang 6.50
    Leuthold Global Indu Greg M. Swenson 5.90
    Leuthold Core Invest Douglas R. Ramsey 5.00

    Shortest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 5.00
    Leuthold Global Indu Greg M. Swenson 5.90
    Leuthold Select Indu Chun Wang 6.50
    Grizzly Short Greg M. Swenson 6.60
    Leuthold Global Inst Douglas R. Ramsey 7.60