Leuthold Undervalued and Unloved
100 North Sixth Street Suite 412a Minneapolis MN 55403
Map
Phone: 800-273-6886
| Category: | Mid-Cap Value | | Fund Family: | Leuthold | | Net Assets: | 21.24M | | Year-to-Date Return: | -8.58% | | Yield: | 1.36% | | Morningstar Rating: | N/A | | Fund Inception Date: | 14-Nov-06 |
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Eric Bjorgen
Lead Manager since
15-Nov-06 | | | Bjorgen is a portfolio manager of Leuthold Weeden Capital Management and has been a senior analyst of The Leuthold Group since 1998. Bjorgen holds the Chartered Financial Analyst designation. |
| 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 long-term capital appreciation and dividend income. The fund invests mainly in equity securities traded in the U.S. securities markets. It invests in "value" stocks of companies of all sizes and industries. It utilizes a disciplined, unemotional, quantitative investment approach that is based on the belief that in all market conditions where there exist some companies that are undervalued. |
| Last Dividend
(26-Jun-08):
| 0.02 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 80.03% |
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| Expense | UGLYX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.43% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$585 | $635 | | 5 Yr Expense Projection*: |
$1,044 | $955 | | 10 Yr Expense Projection*: |
$2,316 | $1,916 |
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11.08% Nasdaq 
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