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Grizzly Short Fund (GRZZX)

Net Asset Value
1 Day
Overall Morningstar Rating
Bear market
Style or Category
No Load
Sales Expenses
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 has outstanding approximately 60 to 90 stocks that it has sold short. It utilizes a disciplined, unemotional, quantitative investment approach.


1 month-1.79% 3 years-14.19%
3 months-2.47% 5 years-14.61%
1 year+0.56% Since inception-6.73%
Data through --

Peer Comparisonvs. Bear market

Performance 5-yr return-14.61%-20.22%
Expense ratio3.36%2.00%
Risk 5 year sharpe ratio-0.89-1.22
Net assets$244.4M$158.6M
Average market cap--$72.5B
Average P/E--19.9
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyLeuthold
Fund manager & tenureGreg Swenson / 6 Years
Minimal initial investment$10,000.00
Minimum IRA investment$1,000.00


U.S. stock0.00%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SPY SPDR® S&P 500 ETF15.11%
LNKD LinkedIn1.97%
XOM Exxon Mobil1.93%
SJM J M Smucker Co1.91%
JCP J C Penney Company Inc1.88%
KMB Kimberly-Clark1.88%
SPLK Splunk Inc1.87%
P Pandora Media Inc1.81%
GRA W. R. Grace & Co1.77%
HTZ Hertz Global Holdings Inc1.75%