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Grizzly Short Fund (GRZZX)

5.61
Net Asset Value
+0.18%
1 Day
-10.95%
Year-to-Date
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
2.80%
Expense Ratio
--
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund sells stocks short. Short selling involves the sale of borrowed securities. When the fund sells a stock short, it incurs an obligation to replace the stock borrowed at whatever its price may be at the time it purchases the stock for delivery to the securities lender. The fund generally will have outstanding approximately 60 to 100 stocks that it has sold short. It utilizes a disciplined, unemotional, quantitative investment approach.

Performance

1 month-1.92% 3 years-9.82%
3 months-3.77% 5 years-15.25%
1 year-19.63% Since inception-7.44%
Data through --

Peer Comparisonvs. Bear market

 GRZZXCategory
Performance 5-yr return-15.25%-20.10%
Expense ratio2.80%2.00%
Risk 5 year sharpe ratio-0.96-1.26
Net assets$180.6M$109.9M
Average market cap--$66.4B
Average P/E--20.7
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyLeuthold
Fund manager & tenureGreg Swenson / 8 Years
Minimal initial investment$10,000.00
Minimum IRA investment$1,000.00

Holdings

Cash218.98%
U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
EFX Equifax Inc2.20%
EXPD Expeditors International of Washington Inc2.19%
PF Pinnacle Foods Inc2.15%
CRM Salesforce.com2.15%
SBUX Starbucks2.10%
SERV Servicemaster Global Holdings Inc2.09%
FAST Fastenal Co2.08%
JD JD.com2.06%
GE General Electric2.04%
HDB HDFC Bank Ltd2.04%