| 8.99 Net Asset Value | -1.32% 1 Day | -17.22% Year-to-Date | Overall Morningstar Rating |
| Bear market Style or Category | No Load Sales Expenses | 3.10% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | -8.64% | 3 years | -18.09% | |
| 3 months | -7.03% | 5 years | -15.81% | |
| 1 year | -30.31% | Since inception | -6.06% |
| GRZZX | Category | |
|---|---|---|
| Performance 5-yr return | -15.81% | -22.82% |
| Expense ratio | 3.10% | 2.02% |
| Risk 5 year sharpe ratio | -0.50 | -0.66 |
| Net assets | $74.7M | $304.9M |
| Average market cap | -- | $1.8B |
| Average P/E | -- | 10.3 |
| Portfolio turnover | 0% | 0% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Leuthold |
| Fund manager & tenure | Matthew Paschke / 8 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| DIA SPDR Dow Jones Industrial Average | 9.77% |
| CMG Chipotle Mexican Grill, Inc. Class A | 1.70% |
| FAST Fastenal Company | 1.69% |
| SM SM Energy Co | 1.66% |
| CNX Consol Energy Inc | 1.65% |
| INFA Informatica Corporation | 1.60% |
| ALGN Align Technology, Inc. | 1.59% |
| CFX Colfax Corporation | 1.59% |
| SFLY Shutterfly, Inc. | 1.58% |
| MWE MarkWest Energy Partners LP | 1.57% |
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