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Leuthold Select Industries Fund

NAV YTD Inception
Retail (LSLTX) $27.39 ($0.44) 12.58% Jun 2000
* as of November 23, 2020


Overview

 Leuthold Select Industries Fund

Download the quarterly report to get the latest update in printable form on the Leuthold Select Industries Fund including performance, statistics, and commentary.

Quarterly Report


Performance

Performance as of 09/30/2020 LSLTX S&P 500 S&P MidCap
Q3 9.73% 8.93% 4.77%
YTD 3.72 5.57 -8.62
1 Year 11.28 15.15 -2.16
3 Year 6.54 12.28 2.90
5 Year 8.70 14.15 8.11
10 Year 10.66 13.74 10.49
15 Year 7.27 9.19 8.21
20 Year 6.97 6.42 7.92
Since Inception (LSLTX-6/19/2000) 7.82 6.17 8.18

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 MidCap is a capitalization-weighted index measuring the performance of the mid-range sector of the U.S. stock market. S&P 500 is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy. 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 1/31/20, annual net operating expense after expense reimbursement is 1.50%; gross operating expense before reimbursement is 1.77%. 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 11/15/2020. Please refer to the Prospectus for a more detailed explanation of the expense ratios.


Fund Information

Symbols (Retail): LSLTX
Individual Retirement Account (IRA): $1,000
Regular (non-IRA) Account: $10,000
CUSIP: 527289201

*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).


Managers

Scott Opsal, CFA / Director of Equities
Director of Equities
Chun Wang, CFA, PRM / Co-Portfolio Manager
Co-Portfolio Manager
Greg Swenson, CFA / Co-Portfolio Manager
Co-Portfolio Manager

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 our documents page. 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