Leuthold Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return6.140.161.059.390.65
    Category Average1.40-4.591.515.14-1.00
    Assets for Each Yr*1.311.481.181.191.21
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.65 3.11 5.20

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,205 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 1.64 1.50 Above Avg
    International Stock 3.0 0.94 1.38 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Lam Research Corp* Technology 4.53 0.77
    Applied Materials Inc* Technology 0.14 0.63
    Teradyne Inc* Technology -2.10 0.60
    Target Corp* Consumer Defensive 8.72 0.52
    UnitedHealth Group Inc* Healthcare 6.96 0.46
    Visa Inc Class A* Financial Services 9.11 0.42
    Electronic Arts Inc* Technology 15.07 0.41
    Activision Blizzard Inc* Technology 5.24 0.40
    Anthem Inc* Healthcare 0.80 0.40
    Centene Corp* Healthcare 9.66 0.39
    D.R. Horton Inc* Consumer Cyclical -15.54 0.39
    Dollar General Corp* Consumer Defensive 4.17 0.38
    MKS Instruments Inc* Technology 12.10 0.37
    Aetna Inc* Healthcare -1.37 0.35
    Louisiana-Pacific Corp* Basic Materials 14.17 0.35
    PulteGroup Inc* Consumer Cyclical -13.89 0.34
    Dollar Tree Inc* Consumer Defensive -9.09 0.34
    Express Scripts Holding Co* Healthcare -1.54 0.34
    Jabil Inc* Technology 6.74 0.34
    Accenture PLC A* Technology 0.42 0.33

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    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
    04-20-18

    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
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Global Inst Douglas R. Ramsey 7.00
    Grizzly Short Greg M. Swenson 6.00
    Leuthold Select Indu Chun Wang 6.00
    Leuthold Global Indu Greg M. Swenson 5.40
    Leuthold Core Invest Douglas R. Ramsey 4.50

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Leuthold Core Invest Douglas R. Ramsey 4.50
    Leuthold Global Indu Greg M. Swenson 5.40
    Grizzly Short Greg M. Swenson 6.00
    Leuthold Select Indu Chun Wang 6.00
    Leuthold Global Inst Douglas R. Ramsey 7.00