Grizzly Short
33 South Sixth StreetSuite 4600Minneapolis MN 55403
Map
Phone: 800-273-6886
| Category: | Bear Market | | Fund Family: | Leuthold | | Net Assets: | 175.90M | | Year-to-Date Return: | -14.31% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | Jun 19, 2000 |
|
Matthew B. Paschke
Lead Manager since Jan 31, 2005 | | | 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 |
|
| |
| 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. The fund generally has outstanding approximately 60 to 90 stocks that it has sold short. It utilizes a disciplined, unemotional, quantitative investment approach. |
| Last Dividend
(Dec 30, 2008)
:
| 0.02 | | Last Cap Gain
(Nov 26, 2008)
:
| 0.36 | | Annual Holdings Turnover
(Oct 6, 2010)
:
| 0.00% | | Average for Category: | 558.50% |
|
| Expense | GRZZX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.53% | 1.94% | | Prospectus Net Expense Ratio: | 1.55% | N/A | | Prospectus Gross Expense Ratio: | 3.03% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 4.86% | | Max Deferred Sales Load:
| N/A | 1.20% | | 3 Yr Expense Projection*: | 936 | 783 | | 5 Yr Expense Projection*: | 1,591 | 1,292 | | 10 Yr Expense Projection*: | 3,346 | 2,672 |
|
|
0.60% Nasdaq 
0.01(0.08%) May 25