Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return15.226.140.161.059.60
    Category Average5.311.40-4.591.514.64
    Assets for Each Yr*1.291.311.481.181.20
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 9.60 3.57 6.44

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,198 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.67 1.50 Above Avg
    International Stock 4.0 0.98 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 78.10 0.79
    Applied Materials Inc* Technology 60.61 0.69
    Activision Blizzard Inc* Technology 73.72 0.69
    Electronic Arts Inc* Technology 33.66 0.66
    Southwest Airlines Co* Industrials 27.97 0.63
    Delta Air Lines Inc* Industrials 10.74 0.58
    Teradyne Inc* Technology 60.59 0.57
    Jabil Inc* Technology 19.14 0.55
    UnitedHealth Group Inc* Healthcare 41.71 0.51
    Visa Inc Class A* Financial Services 45.21 0.49
    Hawaiian Holdings Inc* Industrials -28.82 0.46
    Aetna Inc* Healthcare 48.76 0.46
    Carnival Corp* Consumer Cyclical 31.60 0.46
    Tech Data Corp* Technology 14.15 0.46
    Arrow Electronics Inc* Technology 9.23 0.45
    Mastercard Inc A* Financial Services 46.02 0.45
    D.R. Horton Inc* Consumer Cyclical 87.36 0.44
    Anthem Inc* Healthcare 58.27 0.43
    PulteGroup Inc* Consumer Cyclical 87.00 0.41
    Fiserv Inc* Industrials 23.94 0.41

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    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
    12-08-17

    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
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 6.60
    Grizzly Short Greg M. Swenson 5.60
    Leuthold Select Indu Chun Wang 5.60
    Leuthold Global Indu Greg M. Swenson 5.00
    Leuthold Core Invest Douglas R. Ramsey 4.10

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 4.10
    Leuthold Global Indu Greg M. Swenson 5.00
    Grizzly Short Greg M. Swenson 5.60
    Leuthold Select Indu Chun Wang 5.60
    Leuthold Global Inst Douglas R. Ramsey 6.60