Grizzly Short
33 South Sixth Street Suite 4600 Minneapolis MN 55403
Map
Phone: 800-273-6886
| Category: | Bear Market | | Fund Family: | Leuthold | | Net Assets: | 93.70M | | Year-to-Date Return: | -43.93% | | Yield: | 0.34% | | Morningstar Rating: | N/A | | Fund Inception Date: | 19-Jun-00 |
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Steven C. Leuthold
Lead Manager since
19-Jun-00 | | | Steven C. Leuthold, 63, has been an investment strategist, manager and researcher for more than 40 years. He is the founder and Chairman of Leuthold Weeden Capital Management and Co-Portfolio Manager. In addition, Steve serves as Chairman of The Leuthold Group, where he leads a research team that uses quantitative research to develop sophisticated investment models. From 1977 to 1981, Steve was an officer and portfolio manager of two mutual funds for Criterion Investment Management. |
| 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 sells stocks short. Short selling involves the sale of borrowed securities. When the fund sells a stock short, it incurs an obligation to replace the stock borrowed at whatever its price may be at the time it purchases the stock for delivery to the securities lender. It generally has outstanding approximately 45 to 70 stocks that it has sold short. It utilizes a disciplined, unemotional, quantitative investment approach. |
| Last Dividend
(30-Dec-08):
| 0.02 | | Last Cap Gain
(26-Nov-08):
| 0.36 | | Annual Holdings Turnover
| .00% | | Average for Category:
| 432.95% |
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| Expense | GRZZX | Category
Avg | | Total Expense Ratio: | %
| 1.99% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.80% | | Max Deferred Sales Load: | %
| 1.21% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $789 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,290 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,652 |
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0.51% Nasdaq 
0.04 (0.88%) 
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