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Leuthold Select Industries LSLTX

Medalist Rating as of | See Leuthold Investment Hub
  • NAV / 1-Day Return 36.71  /  +0.25 %
  • Total Assets 18.1 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield
  • Turnover 104%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis LSLTX

Will LSLTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Leuthold Select Industries's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings LSLTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.49 767,874
Technology

Lam Research Corp

3.51 599,977
Technology

Apple Inc

3.27 559,877
Technology

Meta Platforms Inc Class A

2.64 451,653
Communication Services

Applied Materials Inc

2.47 422,841
Technology

Alphabet Inc Class A

2.44 417,114
Communication Services

UnitedHealth Group Inc

2.22 379,058
Healthcare

PulteGroup Inc

2.09 357,141
Consumer Cyclical

D.R. Horton Inc

2.03 347,274
Consumer Cyclical

KLA Corp

1.83 312,739
Technology