Grizzly Short (GRZZX) Fund Ranking and Research

Ranking, Research and Recommendation of Grizzly Short (GRZZX) Fund

Last Trade: $9.07 on 5/24/2013, Change: +0.02 (0.22%)

 

Fund Manager - Matthew Paschke

Fund Manager Information

Fund Manager Tenure: 8.3 years
Fund Family: Leuthold
Fund Category: Bear Market
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: N/A (Score: Manager deploys a bear strategy)     (What does this score mean?)
Paschke is a portfolio manager of Leuthold Weeden Capital Management and has been a senior analyst of The Leuthold Group since 2000. Paschke holds the Chartered Financial Analyst designation.  Get more insights on Matthew Paschke

 

Grizzly Short Fund (GRZZX) Profile

Fund Profile and Description

Grizzly Short Fund seeks capital appreciation. Grizzly Short 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. It generally has outstanding approximately 60 to 90 stocks that it has sold short. It utilizes a disciplined, unemotional, quantitative investment approach.

 

 What we like about Grizzly Short (GRZZX) Fund

Data for Grizzly Short Fund (GRZZX) as of Feb 27, 2013

• Grizzly Short Fund (GRZZX) management has been with Grizzly Short Fund for 8.3 years
• Grizzly Short Fund (GRZZX) has good short-term performance (1-year return -16.76% vs -16.88% Bear Market category median performance)
• Grizzly Short Fund (GRZZX) has good mid-term performance (3-year return -17.94% vs -20.88% Bear Market category median performance)
• Grizzly Short Fund (GRZZX) has good Long-term performance (5-year return -15.41% vs -18.25% Bear Market category median performance)
• Grizzly Short Fund (GRZZX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.21, lower than category average of 24.63
• Grizzly Short Fund (GRZZX) has a lower expense ratio than its Bear Market average: 1.52% vs 1.95%
• Grizzly Short Fund (GRZZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about Grizzly Short (GRZZX) Fund

Data for Grizzly Short Fund (GRZZX) as of Feb 27, 2013

• Grizzly Short Fund (GRZZX) ratio of up-years vs down years can be improved
• Asset base in Grizzly Short Fund (GRZZX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support

See Grizzly Short Fund (GRZZX) performance details as of Feb 27, 2013

 

Compare with other top Bear Market category mutual funds

Aadditional top Bear Market mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Grizzly Short	-9.02	-16.76	-17.94	-15.41
PIMCO StocksPLUS TR Short Strat A (PSSAX)	-6.13	-7.49	-9.72	-3.53	Compare

See top fund managers for Bear Market Category Funds

 

Compare with Bear Market category ETFs

Some Bear Market ETFs for your consideration

ETF	Year to Date	One Year	Three Year
Direxion Daily 2 Yr Trsy Bear 3X Shares (TWOZ)	0	0	0
Active Bear ETF (HDGE)	-2.94%	-14.55%	0

 

Grizzly Short (GRZZX) Fund Net Asset

Track net asset change of Grizzly Short fund (GRZZX)

Date	Net Asset
02/2013	$103.81M
01/2013	$111.03M
12/2012	$132.09M

More historic net asset information on Grizzly Short Fund (GRZZX)

  

Grizzly Short (GRZZX) Fund Portfolio Allocation

Track portfolio allocation change of Grizzly Short fund (GRZZX)

Date	Cash	Stock	Bond	Other
12/2012	100%	0%	0%	0%
09/2012	100%	0%	0%	0%
06/2012	100%	0%	0%	0%

Click here to see more historic asset allocation information on Grizzly Short Fund (GRZZX)

 

Top 10 Holdings in Grizzly Short (GRZZX) Fund

Discover what Grizzly Short Fund (GRZZX) manager is buying

Dec 30, 2012 SPDR Dow Jones Industrial Average [12.97%] Lions Gate Entertainment Corpor [1.89%] MGM Resorts International Commo [1.88%] Ciena Corporation [1.86%] Expeditors International of Was [1.85%] Calpine Corporation Common Stoc [1.83%] Owens Corning Inc Common Stock [1.82%] Juniper Networks, Inc. Common S [1.82%] ARM Holdings PLC ADR [1.81%] Informatica Corporation [1.79%]

Sep 30, 2012 SPDR Dow Jones Industrial Average [10.74%] Colfax Corporation Common Stock [1.76%] Aruba Networks, Inc. [1.73%] Lions Gate Entertainment Corpor [1.71%] Brookdale Senior Living Inc. Co [1.7%] Calpine Corporation Common Stoc [1.69%] MGM Resorts International Commo [1.69%] Level 3 Communications, Inc. Co [1.67%] BRF - Brasil Foods SA ADR [1.66%] Expeditors International of Was [1.66%]

Jun 30, 2012 SPDR Dow Jones Industrial Average [8.33%] Fidelity Instl MM Fds Government I [5.47%] VIRGIN MEDIA INC. COM SHS USD0. [1.87%] Louisiana-Pacific Corporation C [1.85%] Amazon.com, Inc. [1.77%] National Fuel Gas Company Commo [1.7%] SL Green Realty Corporation Com [1.7%] Brookdale Senior Living Inc. Co [1.7%] Ecolab Inc. Common Stock [1.69%] Jefferies Group, Inc. Common St [1.67%]

Click here for Stock Holding Change Map in Grizzly Short Fund (GRZZX)

  

Latest News on Grizzly Short (GRZZX) Fund

See what is happening with Grizzly Short Fund (GRZZX)

[video] How Herb Hedges the Market [video] Correction Protection Fourth Quarter Report for Leuthold Funds Grizzly Short Fund

 

See more information on Grizzly Short (GRZZX) Fund

Popular pages on Grizzly Short (GRZZX) Fund

• Grizzly Short (GRZZX) Fund Research and Recommendation
• Grizzly Short (GRZZX) Fund Performance Data
• Grizzly Short (GRZZX) Fund Manager Information
• Historic Grizzly Short (GRZZX) Fund Asset Allocation Report
• Historic Grizzly Short (GRZZX) Fund Top 10 Holding Tracking
• Historic Grizzly Short (GRZZX) Fund Asset Under Management Tracking