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Grizzly Short (GRZZX) Fund Ranking and Research

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

    Last Trade: $7.31 on 9/29/2014, Change: -0.02 (-0.27%)

 

Graph of Grizzly Short Fund (GRZZX) ManagerFund Manager - Matthew Paschke

Fund Manager Information

Fund Manager Tenure: 9.7 years
Fund Family: Leuthold
Fund Category: Bear Market
Fund Performance: Aug 30, 2014
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

 

Graph of Grizzly Short Fund (GRZZX) ProfileGrizzly 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.

 

Grizzly Short (GRZZX) Fund Strength What we like about Grizzly Short (GRZZX) Fund

Data for Grizzly Short Fund (GRZZX) as of Aug 30, 2014

  • Grizzly Short Fund (GRZZX) management has been with Grizzly Short Fund for 9.7 years
  • Grizzly Short Fund (GRZZX) has good short-term performance (1-year return -18.57% vs -28.48% Bear Market category median performance)
  • Grizzly Short Fund (GRZZX) has good mid-term performance (3-year return -21.10% vs -22.39% Bear Market category median performance)
  • Grizzly Short Fund (GRZZX) has good Long-term performance (5-year return -18.98% vs -22.20% Bear Market category median performance)
  • Asset base in Grizzly Short Fund (GRZZX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Grizzly Short Fund (GRZZX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.44, lower than category average of 20.76
  • Grizzly Short Fund (GRZZX) has a lower expense ratio than its Bear Market average: 1.54% vs 2.02%
  • Grizzly Short Fund (GRZZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Grizzly Short Fund (GRZZX) Weakness What we are cautious about Grizzly Short (GRZZX) Fund

Data for Grizzly Short Fund (GRZZX) as of Aug 30, 2014

  • Grizzly Short Fund (GRZZX) ratio of up-years vs down years can be improved
  • Grizzly Short Fund (GRZZX) is less safe compared to its Bear Market peers
  • Grizzly Short Fund (GRZZX) does not have a good risk adjusted return as its 3-year Alpha of 1.61 is worse than category average of 1.93, and its 3-year Sharpe ratio is -1.45
See Grizzly Short Fund (GRZZX) performance details as of Aug 30, 2014

 

What do you think?

 

Compare Grizzly Short Fund (GRZZX)Compare with other top Bear Market category mutual funds

Aadditional top Bear Market mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Grizzly Short-9.79-18.57-21.10-18.98

See top fund managers for Bear Market Category Funds

 

Compare Grizzly Short Fund (GRZZX)Compare with Bear Market category ETFs

Some Bear Market ETFs for your consideration

ETFYear to DateOne YearThree Year
Active Bear ETF (HDGE)-10.80%-25.60%-24.10%

 

Graph of Grizzly Short Fund (GRZZX) Net Asset TrackingGrizzly Short (GRZZX) Fund Net Asset

Track net asset change of Grizzly Short fund (GRZZX)

DateNet Asset
08/2014$72.15M
07/2014$68.23M
06/2014$65.36M
More historic net asset information on Grizzly Short Fund (GRZZX)

  

Graph of Grizzly Short Fund (GRZZX) Portfolio TrackingGrizzly Short (GRZZX) Fund Portfolio Allocation

Track portfolio allocation change of Grizzly Short fund (GRZZX)

DateCashStockBondOther
06/2014100%0%0%0%
03/2014100%0%0%0%
12/2013100%0%0%0%
Click here to see more historic asset allocation information on Grizzly Short Fund (GRZZX)

 

graph of Grizzly Short Fund (GRZZX) Top 10 Position TrackingTop 10 Holdings in Grizzly Short (GRZZX) Fund

Discover what Grizzly Short Fund (GRZZX) manager is buying

Jun 29, 2014
SPDR S&P 500 [122.24%]
Semgroup Corporation Class A Co [32.74%]
McDermott International, Inc. C [32.03%]
Trulia, Inc. Common Stock [31.26%]
Harsco Corporation Common Stock [30.95%]
Navistar International Corporat [30.72%]
Office Depot, Inc. Common Stock [30.67%]
Equinix, Inc. [30.28%]
Tenet Healthcare Corporation Co [29.43%]
Darling Ingredients Inc. Common [29.25%]

Mar 30, 2014
SPDR S&P 500 [6.51%]
ENCANA CORP. [1.82%]
Allegheny Technologies Incorpor [1.79%]
Calpine Corporation Common Stoc [1.75%]
AvalonBay Communities, Inc. Com [1.73%]
Five Below, Inc. [1.72%]
CONSOL Energy Inc. Common Stock [1.71%]
Basic Energy Services, Inc. Com [1.7%]
Equinix, Inc. [1.7%]
Southern Company (The) Common S [1.68%]

Dec 30, 2013
SPDR Dow Jones Industrial Average [3.82%]
USG Corporation Common Stock [1.79%]
Liberty Global PLC Class A [1.78%]
ASML Holding N.V. [1.74%]
KB Home Common Stock [1.73%]
Norwegian Cruise Line Holdings [1.73%]
Armstrong World Industries Inc [1.72%]
Southern Copper Corporation Com [1.71%]
Kinder Morgan, Inc. Common Stoc [1.7%]
Allegheny Technologies Incorpor [1.69%]
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)

 

Grizzly Short Fund (GRZZX) Related ResourcesSee more information on Grizzly Short (GRZZX) Fund

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