LSTLeuthold Select Industries ETF

Grow my money26y track recordRanked #1,204 of 2,969 in this goal

Seeks long-term capital appreciation and income.

By Leuthold · Launched 2000

Annual Cost

0.65%

#3,305 of 5,573 · average

Fund Size

$171M

#2,435 of 5,573 · mid-size

Return (1Y)Goal

+32.1%

Track Record

26 years

#95 of 5,573 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,181+31.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 21.1% of fund✓ well diversified

771195104

2.9%

25243Q205

2.3%

Goldman Sachs Group Inc/The

2.2%

Jabil Inc

2.1%

McKesson Corp

2.0%

Meta Platforms Inc

2.0%

Kinross Gold Corp

2.0%

Cardinal Health Inc

2.0%

Flex Ltd

1.9%

Cisco Systems Inc

1.8%

Asset allocation

Stocks

99.1%

Other

2.1%

By sector

Technology

27.9%

Healthcare

17.8%

Financial Services

12.5%

Industrials

10.4%

Energy

10.2%

Basic Materials

6.8%

Consumer Cyclical

6.0%

Communication

5.2%

Other

3.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.9%Moderate

Year-on-year price swings

Max drawdown

-19.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term capital appreciation and income.
Strategy: Invests primarily in undervalued common stocks using a value-oriented approach. Employs in-depth financial analysis to identify companies with sustainable free cash flow and growth potential.
Inception date: June 19, 2000
Fund family: Leuthold