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 36.26 / +0.50 %
- Total Assets 16.6 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 9:58 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 27.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 4.55 | 878,463 | Technology |
Lam Research Corp | 3.43 | 662,611 | Technology |
Meta Platforms Inc Class A | 3.28 | 633,196 | Communication Services |
Applied Materials Inc | 2.85 | 550,015 | Technology |
Apple Inc | 2.64 | 509,810 | Technology |
Alphabet Inc Class A | 2.39 | 460,638 | Communication Services |
PulteGroup Inc | 2.21 | 426,633 | Consumer Cyclical |
D.R. Horton Inc | 1.99 | 384,389 | Consumer Cyclical |
KLA Corp | 1.99 | 384,214 | Technology |
United Rentals Inc | 1.90 | 366,324 | Industrials |