Nasdaq - Delayed Quote USD

Leuthold Select Industries (LSLTX)

36.43 -0.22 (-0.60%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 36.65
  • YTD Return 10.78%
  • Expense Ratio 1.50%
  • Category Large Blend
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 19.28M
  • Beta (5Y Monthly) 0.98
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 103.61%
  • Last Dividend 0.52
  • Inception Date Jun 19, 2000

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).

Leuthold

Fund Family

Large Blend

Fund Category

19.28M

Net Assets

2000-06-19

Inception Date

Performance Overview: LSLTX

Trailing returns as of 4/24/2024. Category is Large Blend.

YTD Return

LSLTX
10.78%
Category
14.84%
 

1-Year Return

LSLTX
29.43%
Category
40.47%
 

3-Year Return

LSLTX
10.35%
Category
16.77%
 

5-Year Return

LSLTX
15.02%
Category
16.15%
 

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Holdings: LSLTX

Top 10 Holdings (27.24% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 4.55%
LRCX
Lam Research Corporation 3.43%
META
Meta Platforms, Inc. 3.28%
AMAT
Applied Materials, Inc. 2.85%
AAPL
Apple Inc. 2.64%
GOOGL
Alphabet Inc. 2.39%
PHM
PulteGroup, Inc. 2.21%
DHI
D.R. Horton, Inc. 1.99%
KLAC
KLA Corporation 1.99%
URI
United Rentals, Inc. 1.90%

Sector Weightings

SectorLSLTX
Technology   30.64%
Healthcare   11.44%
Industrials   8.63%
Energy   6.68%
Real Estate   0.00%
Utilities   0.00%

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