Leuthold Select Industries Fund
Fund Document Downloads
NOTE: Effective March 2, 2009, the Leuthold Core Investment Fund and the Leuthold Select Industries Fund will re-open to existing shareholders. Click here for announcement.
Investment Objective
The Leuthold Select Industries Fund seeks capital appreciation through equity industry group identification and rotation, and endeavors to remain fully invested in equities at all times. We define a group as a collection of stocks whose investment performance is similarly influenced by a variety of factors.
Investment Strategy
The investment approach for the Leuthold Select Industries Fund reflects our belief that industry group rotation, based on changing economic and market conditions, holds the greatest potential for long-term performance. We concentrate our research efforts on a universe of over approximately 150 groups, investing among a variety of those groups that demonstrate the most favorable characteristics. Our disciplined, unemotional and quantitative investment strategy enables us to generate more complete analyses of this industry group universe, attempting to identify the highest rated stocks within the attractively rated groups.
For additional mutual fund strategy specifics, please contact Ed Favreau, Managing Director, at 888-200-0409, or email efavreau@leutholdfunds.com
