Dow Down 0.05% Nasdaq Up 0.76%

Leuthold Select Industries (LSLTX)

21.33 Up 0.07(0.33%) Nov 21
Prev Close:21.33
YTD Return*:10.39%
Net Assets*:14.98M
Yield*:N/A

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
CVS2.7021.87
LUV1.9288.27
DFS1.7515.16
HCA1.6947.20
COF1.639.08

Fund Basics

Morningstar Overall Rating:
Total Assets:14.98M
Category:Large Blend
Annual Report Expense Ratio (net):1.60%

Performance & Risk

YTD Return:10.39%
5y Avg Return:12.31%
Rank in Category (ytd):28
% Rank in Category (ytd):1.74%
Beta (3y):1.22
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation. The fund seeks capital appreciation by investing substantially all of its assets in equity securities traded in the U.S. securities markets (including common stocks, preferred stocks, convertible preferred stocks, warrants, options and American Depository Receipts). It invests in companies of all sizes and industries as well as in "growth" stocks and "value" stocks. In investing in equity securities, the fund uses a disciplined, unemotional, quantitative investment approach that is based on the belief investors can achieve superior investment performance through group selection (Select Industries Strategy). View More
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