Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Leuthold Select Industries LSLTX
- NAV / 1-Day Return 38.88 / +1.67 %
- Total Assets 16.0 Mil
-
Adj. Expense Ratio
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:16 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 4.99 | 850,099 | Technology |
Meta Platforms Inc Class A | 3.52 | 599,013 | Communication Services |
Apple Inc | 3.35 | 570,570 | Technology |
Lam Research Corp | 3.29 | 561,176 | Technology |
Alphabet Inc Class A | 2.97 | 506,559 | Communication Services |
Applied Materials Inc | 2.76 | 470,800 | Technology |
PulteGroup Inc | 2.08 | 354,852 | Consumer Cyclical |
Netflix Inc | 1.94 | 330,016 | Communication Services |
Oracle Corp | 1.89 | 322,218 | Technology |
KLA Corp | 1.80 | 306,718 | Technology |