Key stats
About Managed Portfolio Series Leuthold Select Industries ETF
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Inception date
Jan 21, 2025
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
The Leuthold Group LLC (Investment Management)
Distributor
Quasar Distributors LLC
LST uses a quantitative approach designed to eliminate emotional biases, reflecting the advisers belief that shifts among industry groups have become increasingly dramatic and impactful. The fund invests broadly in US equity securities, offering exposure to companies across all sizes, industries, and investment styles. The approach is based on the Select Industries Strategy, which emphasizes group selection over individual stock pricing. Approximately 120 industry groups, including airlines, healthcare facilities, and semiconductors, are closely monitored by the adviser, with each influenced by shared market factors. By continuously analyzing these groups, the adviser aims to identify the most attractive risk-reward opportunities and adjust the portfolio to capitalize on market shifts. The fund is expected to have a high portfolio turnover.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.