Leuthold Grizzly Short Fund
| NAV | YTD | Inception | |
|---|---|---|---|
| Retail (GRZZX) | $5.52 ($-0.05) | -7.41% | Jun 2000 |
Overview
Download the quarterly report to get the latest update in printable form on the Leuthold Grizzly Short Fund including performance, statistics, and commentary.
Quarterly Report
Performance
| Performance as of 09/30/2024 | GRZZX | S&P 400 MidCap | S&P 500 |
|---|---|---|---|
| September | -1.96 | 1.16% | 2.14% |
| Q3 | -5.48 | 6.94 | 5.89 |
| YTD | -5.18 | 13.54 | 22.08 |
| 1 Year | -14.14 | 26.79 | 36.35 |
| 3 Year | -2.58 | 7.47 | 11.91 |
| 5 Year | -16.35 | 11.78 | 15.98 |
| 10 Year | -13.80 | 10.32 | 13.38 |
| 15 Year | -14.97 | 12.30 | 14.15 |
| 20 Year | -12.64 | 10.31 | 10.71 |
| Since Inception (GRZZX-6/19/2000) | -9.93 | 9.36 | 7.76 |
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 400 MidCap is a capitalization-weighted index measuring the performance of the mid-range sector of the U.S. stock market. These are indexes only and cannot be invested in directly. 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.
S&P 500 is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy. The S&P 500 is an index only and cannot be invested in directly. 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.
- The S&P 400 Midcap Index and S&P 500 are indexes 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 1/31/2024, the annual net operating expense excluding acquired fund fees and dividends on short positions was 1.63%; the annual gross operating expense, including acquired fund fees and dividends on short positions was 2.85%. Please refer to the Prospectus for a more detailed explanation of the expense ratios.
Fund Information
| Symbols (Retail): | GRZZX |
| Individual Retirement Account (IRA): | $1,000 |
| Regular (non-IRA) Account: | $10,000 |
| CUSIP: | 527289797 |
*Risks of Investing
As disclosed in the prospectus, the risks of investing in
the Fund include,
but are not limited to, interest rate risk, market risk, short sale risk, high portfolio turnover
risk, currency risk, foreign securities risk, emerging markets risk, foreign securities risk, asset allocation
risk, and quantitative investment approach risk. Investing in foreign securities presents risks that may
be greater than U.S. securities. These risks include, but are not limited to, currency rate fluctuations,
regulatory differences, accounting standards, higher trading costs, and political risks. Please read the
prospectus carefully before you invest (1-800-273-6886).
