Leuthold Select Equities
33 South Sixth Street Suite 4600 Minneapolis MN 55403
Map
Phone: 800-273-6886
| Category: | Large Growth | | Fund Family: | Leuthold | | Net Assets: | 9.33M | | Year-to-Date Return: | 8.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 25-May-06 |
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Matthew B. Paschke
Lead Manager since
25-May-06 | | | Paschke is a portfolio manager of Leuthold Weeden Capital Management and has been a senior analyst of The Leuthold Group since 2000. Paschke holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests substantially all of assets in equity securities traded in the U.S. securities markets. It invests in companies of all sizes and industries as well as in growth stocks and value stocks. It utilizes a disciplined, unemotional, quantitative investment approach that is based on the belief that in all market conditions where exist some companies who are poised to outperform the market. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(28-Nov-07):
| 0.32 | | Annual Holdings Turnover
| 237.68% | | Average for Category:
| 112.30% |
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| Expense | LSEQX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.83% Nasdaq 0.00%
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