Leuthold Global Industries Fund

Scorecard
3 / 5 Stars
Lipper
5 5 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.81 0.81
Stocks 50.43 50.43
Bonds 0.0 0.0
Other 0.03 0.03
Foreign Bonds 0.0 0.0
Foreign Stocks 48.73 48.73
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
American Airlines Group Inc AAL 73.7 1.91
Delta Air Lines Inc DAL 47.18 1.62
Continental AG CTTAF 12.78 1.55
Interpublic Group of Companies, Inc IPG 11.19 1.25
Omnicom Group, Inc. OMC -2.23 1.22
TRW Automotive Holdings Corp TRW 20.84 1.19
SanDisk Corp SNDK 50.03 1.09
Express Scripts ESRX -1.67 1.07
Magna International Inc. Class A MGA 33.55 1.07
Michelin MGDDF 21.61 1.07