Leuthold Select Industries Fund

Nav YTD Inception
Retail (LSLTX) 27.09 3.15% Jun 2000


  • 100% Equity Exposure
New Accounts
Individual Retirement Account (IRA): $1,000
Regular (non-IRA) Account: $10,000
Existing Accounts
Automatic Investment Plan (AIP): $50
Automatic Investment Plan (Non-AIP): $100
Dividend Reinvestment: No minimum
CUSIP: 527289201 (retail)
Performance as of 06/30/2018 LSLTX S&P 500 S&P MidCap Lipper Multi-Cap Core
Q2 -0.88% 3.43% 4.29% 3.16%
YTD -0.28 2.65 3.49 2.36
1 Year 11.27 14.37 13.50 13.60
3 Year 6.91 11.93 10.89 10.08
5 Year 12.56 13.42 12.69 11.96
10 Year 6.27 10.17 10.78 9.12
15 Year 10.02 9.30 11.39 9.05
Since Inception (LSLTX) 7.95 5.45 9.31 -

Performance Note: Performance data quoted represents past performance. Past performance is no guarantee of future results. Investment returns and principal will fluctuate so that investors’ shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than performance data quoted. For performance data current to the most recent month-end, please call Leuthold Funds’ Shareholder Services, toll-free: 1-800-273-6886.

  • S&P 500 Index is a capitalization-weighted index of 500 stocks. The index is designed to measure performance of the broad domestic economy based on the changing aggregate market value of these 500 stocks.
  • The S&P 500 is an index only and cannot be invested in directly. Fund performance return figures are historical and reflect the change in share price, reinvested distributions, change in net asset value, and capital gains distributions, if any.

Expense Ratio Disclosure:

Per the Prospectus dated 1/31/18, annual net operating expense after expense reimbursement is 1.50%; gross operating expense before reimbursement is 1.80%. (Adviser has contractually agreed to reimburse the Fund for ordinary operating expenses >1.50%. In any of the following three fiscal years, the adviser may recover waived fees. Current contract runs through 11/12/18.) 

Please refer to the Prospectus for a more detailed explanation of the expense ratios.

Investment Objective
The Leuthold Select Industries Fund seeks capital appreciation through equity industry group identification and rotation, and endeavors to remain fully invested in equities at all times. We define a group as a collection of stocks whose investment performance is similarly influenced by a variety of factors.

Investment Strategy
The investment approach for the Leuthold Select Industries Fund reflects our belief that industry group rotation, based on changing economic and market conditions, holds the greatest potential for long-term performance. We concentrate our research efforts on a universe of over approximately 150 groups, investing among a variety of those groups that demonstrate the most favorable characteristics. Our disciplined, unemotional and quantitative investment strategy enables us to generate more complete analyses of this industry group universe, attempting to identify the highest rated stocks within the attractively rated groups.

Risks of Investing
As disclosed in the prospectus, the risks of investing in the Leuthold Select Industries Fund include, but are not limited to, market risk, high portfolio turnover risk, foreign securities risk, and quantitative investment approach risk. Please read the prospectus carefully before you invest (1-800-273-6886).

 For additional mutual fund strategy specifics, please contact us at 888-200-0409, or email info@leutholdfunds.com

Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The Prospectus contains this and other information about the Fund. For current Prospectus, call toll-free 800-273-6886, or go to www.LeutholdFunds.com. Please read the Prospectus carefully before you invest.

Not FDIC Insured ~ No Bank Guarantee ~ May Lose Value Distributor: Rafferty Capital Markets, LLC, Garden City, NY 11530

© 2018 Leuthold Weeden Capital Management
Not FDIC Insured. No Bank Guarantee. May Lose Value
Mutual Fund Distributor: Rafferty Capital Markets, LLC, Garden City, NY 11530