3 / 5 Stars
3 1 3 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#128 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 36.63 percent over the past year, 12.62 percent over the past three years, 16.10 percent over the past five years, and 8.40 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.1%|
|3 Years (Annualized)||12.6%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||8.4%|
The investment seeks capital appreciation. The fund seeks capital appreciation by investing substantially all of its assets in equity securities traded in the U.S. securities markets (including common stocks, preferred stocks, convertible preferred stocks, warrants, options and American Depository Receipts). It invests in companies of all sizes and industries as well as in "growth" stocks and "value" stocks. In investing in equity securities, the fund uses a disciplined, unemotional, quantitative investment approach that is based on the belief investors can achieve superior investment performance through group selection (Select Industries Strategy).
Fees are Above Average compared to funds in the same category.
Leuthold Select Industries Fund has an expense ratio of 1.60 percent.
Risk is High compared to funds in the same category according to Morningstar.