Mutual Funds - Profile

Leuthold Select Industries Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation and income in the long term by investing in companies across any size in the United States.

The investment process is designed to highlight companies in the benchmark index that can achieve superior investment performance through group selection.

The investment team considers a group to be a collection of stocks whose investment performance tends to be similarly influenced by a variety of factors.

The fund currently monitors around 110 industry-specific groups composed of narrow themes, such as Airlines, Health Care Facilities, and Semiconductors.

The research team believes that as More

Price

  • Last Close
  • $32.6
    +0.58
  • 52 Week HL
  • $35.16 - $26.84
  • Net Assets
  • $6.98 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Jun 03, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Scott Opsal
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-5.3 % YTD

  • 3 Year
  • 26.29%
  • 5 Year
  • 64.5%
  • Best
  • 55.42%
    2003
  • Worst
  • -34.67%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
LSLTX -9%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.3% 13% -24.3% 11.5% 0.6% 4.7% -1.2% 4.4% 5.5% 13.8% -
Q2 - 6.4% 24.9% 2.6% 1.2% 4.3% -2.7% -0.4% 4.2% 2.6% -
Q3 - -1.1% 9.7% 1.1% 3.9% 6.6% 3.7% -6.8% -3.5% 8% -
Q4 - 2.8% 5.2% 4.3% -15.2% 4.1% 5.7% 2.4% 9.6% 12.2% -

Returns +
M

J F M A M J J A S O N D
2022 -5.3% - - - - - - - - - - -
2021 - 5% 7.7% 4.9% 2.6% -1.1% 2.2% 2.2% -5.3% 5.9% -6.9% 4.3%

Annual
Return

Index Comparison

Alpha

NAV