GRZZX (Leuthold:Grizzly Short)
Net Asset Value: 11.91 1-Day Return: -0.03 (-0.25%) YTD Return as of 2/9/12:Down -13.51%

Classification: Dedicated Short Bias   Objective: Dedicat Shrt Bias   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

NAV Chart | Growth of $10,000
Fund Chart

Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund -13.51 -10.59 -29.48 -8.00 -9.74
Classification -16.26 -23.22 -39.11 -19.98 -15.71
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)4313381834

Fund Stats

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Investment Objective:Dedicat Shrt Bias
Net Assets ($Mil)179.80
Inception Date:6/19/00
Manager Name, TenurePaschke/Swenson, 2006 / 2009
Expense Ratio: 1.53%
Sales Charge:
Load Type:
 
No Load
0.00%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Fidelity Instl Government Portfolio;i NA 9.36
Cemex Sab De Cv Dr CX
Orient Express Hotels Ltd Ord OEH
Eagle Materials Inc Ord EXP
Digital River Inc Ord DRIV
Viasat Inc Ord VSAT
Lamar Advertising Co Ord LAMR
Digitalglobe Inc Ord DGI
International Bancshares Corp Ord IBOC
First American Financial Corp Ord FAF
% of Total Holdings 9.36

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