GRZZX (Leuthold:Grizzly Short)
Net Asset Value: 11.91
1-Day Return:
-0.03 (-0.25%)
YTD Return as of 2/9/12:
-13.51%
Classification: Dedicated Short Bias Objective: Dedicat Shrt Bias Open to New Investors: Yes
Lipper Rating
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.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| 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) | 43 | 13 | 38 | 18 | 34 |
Fund Stats
More| Investment Objective: | Dedicat Shrt Bias |
|---|---|
| Net Assets ($Mil) | 179.80 |
| Inception Date: | 6/19/00 |
| Manager Name, Tenure | Paschke/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)
More| Company Name | Symbol | % 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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