Leuthold Select Industries (LSLTX)
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Leuthold Select Industries
Minneapolis MN 55403
33 South Sixth Street, Suite 4600
Leuthold Funds Inc
Management Information
Scott D. Opsal,Lead Manager since January 30, 2019
Scott is Director of Research & Equities and a Portfolio Manager. His responsibilities include conducting in-depth research projects and exploring new fundamental and quantitative studies that support the firm’s portfolios and strategy recommendations. Scott brings over thirty years of professional investment experience to the Leuthold team, previously serving as Chief Investment Officer of Invista Capital Management and Head of Equities at Members Capital Advisors. Scott was also the Director of the Applied Investments Program and taught Security Analysis and investment classes at the University of Wisconsin–Whitewater.
In his leadership roles, Scott was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, institutional grade research and portfolio management processes. Previous portfolio management assignments included international equity, domestic equity, taxable investing and convertible securities. His top quartile and five-star performance records led to twice being named to Barron’s Top 100 Mutual Fund Managers. Scott received his undergraduate degree from Drake University in 1982 and an MBA from the University of Minnesota in 1983. He earned the Chartered Financial Analyst designation in 1986 and recently served on the CFA Society Madison Board of Directors.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyLeuthold
Net Assets16.59M
YTD Return3.48%
Yield0.00%
Morningstar Rating★★
Inception DateJun 18, 2000
Fund Operations
Last Dividend0.52
Last Cap Gain27.00
Holdings Turnover103.61%
Average for CategoryN/A
Fees & Expenses
ExpenseLSLTXCategory Average
Annual Report Expense Ratio (net)1.50%0.78%
Prospectus Net Expense Ratio1.50%N/A
Prospectus Gross Expense Ratio1.87%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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