Leuthold Select Equities
100 North Sixth Street Suite 412a Minneapolis MN 55403
Map
Phone: 800-273-6886
| Category: | Large Growth | | Fund Family: | Leuthold | | Net Assets: | 21.14M | | Year-to-Date Return: | -28.08% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 25-May-06 |
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Steven C. Leuthold
Lead Manager since
25-May-06 | | | Leuthold is the chief investment officer and a managing member of Leuthold Weeden Capital Management. Leuthold also has been chairman and portfolio manager of Leuthold & Anderson, Inc. since its organization in August, 1987, a portfolio manager of Leuthold, Weeden & Associates, L.P. since January, 1991 and chairman of The Leuthold Group since November, 1981. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund invests substantially all of assets in equity securities traded in the U.S. securities markets. It invests in companies of all sizes and industries as well as in growth stocks and value stocks. It utilizes a disciplined, unemotional, quantitative investment approach that is based on the belief that in all market conditions where exist some companies who are poised to outperform the market. |
| Last Dividend
| N/A | | Last Cap Gain
(28-Nov-07):
| 0.32 | | Annual Holdings Turnover
| 191.00% | | Average for Category:
| 98.66% |
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| Expense | LSEQX | Category
Avg | | Total Expense Ratio: | 1.85%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$646 | $622 | | 5 Yr Expense Projection*: |
$1,131 | $957 | | 10 Yr Expense Projection*: |
$2,469 | $1,889 |
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11.08% Nasdaq 0.00%
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