LST - ETF AI Analysis
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Leuthold Select Industries ETF (LST)
Rating:74Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across several major sectors like health care, financials, and technology, which can help reduce the impact of weakness in any single industry.
Generally Positive Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating recent positive momentum.
Mix of Strong-Performing Top Holdings
Several of the largest positions, such as Goldman Sachs, Jabil, Kinross Gold, and Flex, have delivered strong year-to-date results that support the fund’s overall performance.
Negative Factors
High U.S. Market Concentration
With the vast majority of its assets in U.S. companies, the fund is heavily tied to the performance of the U.S. market and offers limited international diversification.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Key Tech Holdings Showing Weakness
Some major technology positions, including Microsoft and Meta Platforms, have had weak year-to-date performance, which could weigh on future returns if the trend continues.
LST vs. SPDR S&P 500 ETF (SPY)
AUM142.92M
RegionNorth America
Expense Ratio0.65%
Beta0.88
IssuerLeuthold
Inception DateJan 21, 2025
Dividend Yield1.26%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume27,555
30 Day Avg. Volume54,977
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
48.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering109
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LST Summary
Leuthold Select Industries ETF (LST) is an actively managed fund that doesn’t track a set index, but instead picks industries and companies across the total U.S. market that the managers believe have strong growth and resilience. It spreads money across many sectors, including health care, financials, and technology, and holds well-known names like Microsoft and Goldman Sachs. Someone might invest in LST for broad diversification with a tilt toward areas the managers find attractive. A key risk is that the fund’s value can go up or down with the overall stock market and the managers’ stock-picking decisions.
How much will it cost me?The Leuthold Select Industries ETF (LST) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, which involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Leuthold Select Industries ETF (LST) could benefit from growth in the technology sector, driven by innovation and increasing demand for digital solutions, as well as potential strength in financials if interest rates rise, boosting bank profitability. However, economic slowdowns or regulatory changes affecting major holdings like Microsoft, Meta, or Alphabet could negatively impact performance, and sector-specific risks such as reduced consumer spending could weigh on cyclical industries. Its U.S. focus also makes it sensitive to domestic economic conditions and policy shifts.
LST Top 10 Holdings
LST is leaning heavily into U.S. tech and health care, with big names like Microsoft, Alphabet, Meta, and Cisco setting the tone. Lately, the tech leaders have been losing a bit of steam, so they’re not giving the fund the usual Big Tech tailwind. Instead, steadier names like McKesson, Cardinal Health, FedEx, and Jabil are doing more of the heavy lifting, keeping performance from sagging further. Financial giants Goldman Sachs and Morgan Stanley are also lagging, so the fund’s banking bets are more of a brake than an engine right now.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 2.16% | $3.08M | $3.83T | 101.99% | 85 Outperform | |
| Goldman Sachs Group | 2.10% | $3.00M | $267.80B | 76.75% | 73 Outperform | |
| McKesson | 1.98% | $2.83M | $106.03B | 24.58% | 62 Neutral | |
| Cardinal Health | 1.95% | $2.78M | $50.72B | 58.91% | 66 Neutral | |
| FedEx | 1.86% | $2.65M | $89.26B | 76.71% | 79 Outperform | |
| Cisco Systems | 1.82% | $2.60M | $324.76B | 43.44% | 77 Outperform | |
| Meta Platforms | 1.78% | $2.54M | $1.59T | 19.39% | 76 Outperform | |
| Jabil | 1.76% | $2.51M | $31.60B | 128.13% | 73 Outperform | |
| Kinross Gold | 1.69% | $2.42M | $40.58B | 131.59% | 81 Outperform | |
| Morgan Stanley | 1.66% | $2.37M | $282.07B | 66.02% | 76 Outperform |
LST Technical Analysis
Positive
―
Price Trends
41.80
Positive
41.13
Positive
39.48
Positive
Market Momentum
0.23
Negative
63.00
Neutral
96.34
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LST, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 40.83, equal to the 50-day MA of 41.80, and equal to the 200-day MA of 39.48, indicating a bullish trend. The MACD of 0.23 indicates Negative momentum. The RSI at 63.00 is Neutral, neither overbought nor oversold. The STOCH value of 96.34 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LST.
LST Peer Comparison
Comparison Results
Performance Comparison
LST
Leuthold Select Industries ETF
42.83
11.99
38.88%
SYLD
Cambria Shareholder Yield ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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BGDV
Bahl & Gaynor Dividend ETF
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―
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XCHG
AB US Equity ETF
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EBI
Longview Advantage ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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