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Grizzly Short (GRZZX) Fund Ranking and Research

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

    Last Trade: $7.46 on 9/2/2015, Change: -0.07 (-0.93%)

 

Graph of Grizzly Short Fund (GRZZX) ManagerFund Manager - Greg M. Swenson

Fund Manager Information

Fund Manager Tenure: 6.6 years
Fund Family: Leuthold
Fund Category: Bear Market
Fund Performance: Jul 30, 2015
Fundmojo Fund Grade: N/A (Score: Manager deploys a bear strategy)     (What does this score mean?)

 

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 Jul 30, 2015

  • Grizzly Short Fund (GRZZX) management has been with Grizzly Short Fund for 6.6 years
  • Grizzly Short Fund (GRZZX) has good short-term performance (1-year return -4.86% vs -16.67% Bear Market category median performance)
  • Grizzly Short Fund (GRZZX) has good mid-term performance (3-year return -16.66% vs -20.60% Bear Market category median performance)
  • Grizzly Short Fund (GRZZX) has good Long-term performance (5-year return -16.49% vs -20.39% Bear Market category median performance)
  • Grizzly Short Fund (GRZZX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.15, lower than category average of 15.65
  • Grizzly Short Fund (GRZZX) has a lower expense ratio than its Bear Market average: 1.57% vs 1.96%
  • 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 Jul 30, 2015

  • 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
  • Asset base in Grizzly Short Fund (GRZZX) has increased significantly in the last 2 months. The fund manager may not be able to achieve the desired investment results with the large cash inflow
See Grizzly Short Fund (GRZZX) performance details as of Jul 30, 2015

 

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-0.56-4.86-16.66-16.49

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
AdvisorShares Ranger Equity Bear ETF (HDGE)-4.72%-10.21%-22.56%

 

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
07/2015$131.69M
05/2015$81.54M
04/2015$75.99M
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
06/2015100%0%0%0%
03/2015100%0%0%0%
12/2014100%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, 2015
SPDR® S&P 500 ETF [10.52%]
Post Holdings, Inc. Common Stoc [1.77%]
Louisiana-Pacific Corporation C [1.68%]
USG Corporation Common Stock [1.61%]
Memorial Resource Development C [1.61%]
Exterran Holdings, Inc. Common [1.61%]
T-Mobile US, Inc. Common Stock [1.56%]
Clean Harbors, Inc. Common Stoc [1.56%]
EQT Corporation Common Stock [1.55%]
SunEdison, Inc. Common Stock [1.55%]

Mar 30, 2015
SPDR® S&P 500 ETF [6.24%]
Ashland Inc. (NEW) Common Stock [3.58%]
Teekay Corporation Common Stock [3.57%]
SVB Financial Group [3.46%]
Brookdale Senior Living Inc. Co [3.44%]
Dreamworks Animation SKG, Inc. [3.4%]
Amazon.com, Inc. [3.39%]
Martin Marietta Materials, Inc. [3.26%]
ONEOK, Inc. Common Stock [3.22%]
B/E Aerospace, Inc. [3.18%]

Dec 30, 2014
Cerner Corporation [111.48%]
Groupon, Inc. [109.71%]
CoStar Group, Inc. [109.02%]
Louisiana-Pacific Corporation C [107.9%]
Darden Restaurants, Inc. Common [106.88%]
Liberty Global PLC Class A [105.28%]
Intercontinental Exchange Inc. [105.16%]
ServiceNow, Inc. Common Stock [103.54%]
DEAN FOODS COMPANY [102.89%]
LinkedIn Corporation Class A Co [101.41%]
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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