Leuthold Select Industries Fund Quote
| LSLTX Fund | USD 36.29 0.13 0.36% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Leuthold Select is trading at 36.29 as of the 19th of April 2024; that is -0.36 percent decrease since the beginning of the trading day. The fund's open price was 36.42. Leuthold Select has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Leuthold Select Industries are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund seeks capital appreciation by investing substantially all of its 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. 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 .. More on Leuthold Select Industries
Moving together with Leuthold Mutual Fund
| 0.97 | GLBIX | Leuthold Global | PairCorr |
| 0.97 | GLBLX | Leuthold Global | PairCorr |
| 1.0 | LCORX | Leuthold E Investment | PairCorr |
| 1.0 | LCRIX | Leuthold E Investment | PairCorr |
| 0.99 | VTSAX | Vanguard Total Stock | PairCorr |
Moving against Leuthold Mutual Fund
| 0.9 | GRZZX | Grizzly Short Steady Growth | PairCorr |
Leuthold Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Leuthold Select's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Leuthold Select or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Leuthold Funds, Large Blend Funds, Large Blend, Leuthold, Large Value, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Leuthold Select Industries [LSLTX] is traded in USA and was established 19th of April 2024. Leuthold Select is listed under Leuthold category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Leuthold family. This fund now has accumulated 13.56 M in assets with minimum initial investment of 10 K. Leuthold Select Indu is currently producing year-to-date (YTD) return of 5.86%, while the total return for the last 3 years was 7.32%.
Check Leuthold Select Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Leuthold Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Leuthold Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Leuthold Select Industries Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Leuthold Select Industries Mutual Fund Constituents
| URI | United Rentals | Stock | Industrials |
| ANTM | Anthem Inc | Stock | Healthcare Plans |
| DHI | DR Horton | Stock | Consumer Discretionary |
| WMT | Walmart | Stock | Consumer Staples |
| COST | Costco Wholesale Corp | Stock | Consumer Staples |
| TER | Teradyne | Stock | Information Technology |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Leuthold Select Target Price Odds Analysis
Based on a normal probability distribution, the odds of Leuthold Select jumping above the current price in 90 days from now is about 68.35%. The Leuthold Select Industries probability density function shows the probability of Leuthold Select mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1425. This indicates Leuthold Select Industries market returns are sensitive to returns on the market. As the market goes up or down, Leuthold Select is expected to follow. Additionally, leuthold Select Industries has an alpha of 0.007, implying that it can generate a 0.007017 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Leuthold Select to move above the current price in 90 days from now is about 68.35 (This Leuthold Select Industries probability density function shows the probability of Leuthold Mutual Fund to fall within a particular range of prices over 90 days) .
Leuthold Select Indu Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Leuthold Select market risk premium is the additional return an investor will receive from holding Leuthold Select long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Leuthold Select. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Leuthold Select's alpha and beta are two of the key measurements used to evaluate Leuthold Select's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6822 | |||
| Semi Deviation | 0.7188 | |||
| Standard Deviation | 0.8218 | |||
| Variance | 0.6753 |
Leuthold Select Against Markets
Picking the right benchmark for Leuthold Select mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Leuthold Select mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Leuthold Select is critical whether you are bullish or bearish towards Leuthold Select Industries at a given time. Please also check how Leuthold Select's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Leuthold Select without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Manager Now
Portfolio ManagerState of the art Portfolio Manager to monitor and improve performance of your invested capital |
| All Next | Launch Module |
How to buy Leuthold Mutual Fund?
Before investing in Leuthold Select, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Leuthold Select. To buy Leuthold Select fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Leuthold Select. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Leuthold Select fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Leuthold Select Industries fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Leuthold Select Industries fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Leuthold Select Industries, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Leuthold Select Industries?
The danger of trading Leuthold Select Industries is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Leuthold Select is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Leuthold Select. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Leuthold Select Indu is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Leuthold Select Industries. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in estimate. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.