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Fund Intelligence | Best Managers | GRZZX Insights | GRZZX Score | GRZZX Performance | GRZZX Manager | GRZZX News | GRZZX Allocation | GRZZX Holdings Change

Mutual Fund Insights: Grizzly Short Fund (GRZZX)

In-depth Analysis of Grizzly Short Fund (GRZZX)

Share:
    Last Trade: $4.34 on 9/2/2010, Change: -0.08 (-1.81%)
Mutual fund chart: Grizzly Short Fund (GRZZX)

3 months
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1 year
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5 year

See Grizzly Short Fund (GRZZX) performance details as of July 31, 2010

  

  

Fund Manager - Steven C. Leuthold

Fund Manager Tenure: 10.2 years
Fundmojo Fund Grade: N/A (Score: Manager deploys a bear strategy)     (What does this score mean?)
Steven C. Leuthold, 63, has been an investment strategist, manager and researcher for more than 40 years. He is the founder and Chairman of Leuthold Weeden Capital Management and Co-Portfolio Manager. In addition, Steve serves as Chairman of The Leuthold Group, where he leads a research team that uses quantitative research to develop sophisticated investment models. From 1977 to 1981, Steve was an officer and portfolio manager of two mutual funds for Criterion Investment Management.  Get more insights on Steven C. Leuthold

  

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

Data for Grizzly Short Fund (GRZZX) as of July 31, 2010

  • Grizzly Short Fund (GRZZX) management has been with Grizzly Short Fund for 10.2 years
  • Grizzly Short Fund (GRZZX) has good short-term performance (1-year return -20.22% vs -22.39% Bear Market category median performance)
  • Grizzly Short Fund (GRZZX) has good mid-term performance (3-year return -2.47% vs -10.00% Bear Market category median performance)
  • Grizzly Short Fund (GRZZX) has good Long-term performance (5-year return -4.68% vs -6.38% Bear Market category median performance)
  • 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 Fund (GRZZX) What we are cautious about Grizzly Short Fund (GRZZX)

Data for Grizzly Short Fund (GRZZX) as of July 31, 2010

  • Grizzly Short Fund is a focused fund with 77.25% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • 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) is more volatile than its peers as it has a 3-year Standard Deviation of 31.58 that is higher than category average of 30.35
  • Grizzly Short Fund (GRZZX) has a higher management fee of 3.53% than its Bear Market average of 2.00%
See Grizzly Short Fund (GRZZX) performance details as of July 31, 2010

  

  

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Grizzly Short Fund (GRZZX) Net Asset

Track net asset change of Grizzly Short fund (GRZZX)

DateNet Asset
06/2010$189.23M
05/2010$140.43M
04/2010$99.14M
More historic net asset information on Grizzly Short Fund (GRZZX)

  

Grizzly Short Fund (GRZZX) Portfolio Allocation

Track portfolio allocation change of Grizzly Short fund (GRZZX)

DateCashStockBondOther
06/2010100%0%0%0%
03/2010100%0%0%0%
01/20100%0%0%0%
Click here to see more historic asset allocation information on Grizzly Short Fund (GRZZX)

  

Most Recent Top 10 Holdings in Grizzly Short Fund (GRZZX)

Discover what Grizzly Short Fund (GRZZX) manager is buying

Jun 30, 2010
Fidelity Instl MM Fds Government I [100%]
SPDR S&P 500 [52.97%]
PowerShares QQQ [37.28%]
SPDR Dow Jones Industrial Average [31.93%]
American Tower Corporation Comm [26.68%]
Harmony Gold Mining Co. Ltd. Am [26.42%]
Covanta Holding Corporation Com [25.71%]
Corporate Office Properties Tru [25.62%]
Eagle Materials Inc Common Stoc [25.33%]
Toll Brothers Inc. Common Stock [25.31%]

31-Mar-10
Fidelity Instl MM Fds Government I [100%]
SPDR S&P 500 [81.1%]
SPDR Dow Jones Industrial Average [31.93%]
Eagle Materials Inc Common Stoc [25.33%]
Toll Brothers Inc. Common Stock [25.31%]
First Horizon National Corporat [24.75%]
PACCAR Inc. [24.61%]
NuVasive, Inc. [23.88%]
American Campus Communities Inc [23.82%]
Greenhill Common Stock [23.26%]

31-Jan-10










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

  

Latest News on Grizzly Short (GRZZX)

See what is happening with Grizzly Short Fund (GRZZX)

 

See more information on Grizzly Short Fund (GRZZX)