LST - ETF AI Analysis

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Leuthold Select Industries ETF (LST)

Rating:73Outperform

Price Target:―

LST (Leuthold Select Industries ETF) earns a solid overall rating largely because it holds high-quality growth leaders like Alphabet, Microsoft, and Meta, which benefit from strong financial performance, positive earnings calls, and long-term opportunities in AI and cloud services. Additional support comes from companies like FedEx and Cisco, which show healthy fundamentals and generally favorable technical trends. The main risks come from holdings such as McKesson and Cencora, where higher leverage, financial stability concerns, and some bearish or overbought technical signals can introduce more volatility into the fund.

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)

AUM137.80M

RegionNorth America

Expense Ratio0.65%

Beta0.88

IssuerLeuthold

Inception DateJan 21, 2025

Dividend Yield1.33%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume26,225

30 Day Avg. Volume47,395

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

49.31

Price 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 leans heavily into U.S. financials, tech, and health care, and its story right now is one of mixed but generally constructive momentum. FedEx has been the clear workhorse, with delivery demand helping drive the fund higher, while Kinross Gold has added a shine thanks to its recent upswing. On the health care side, McKesson and Cardinal Health are quietly pulling their weight with steady gains. Big Tech is more of a mixed bag: Alphabet and Meta are holding up, but Microsoft has been losing steam lately, modestly dragging on overall returns.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MCK	McKesson	2.18%	$3.01M	$115.67B	46.71%	62 Neutral
GOOGL	Alphabet Class A	2.15%	$2.96M	$3.67T	86.50%	85 Outperform
CAH	Cardinal Health	2.00%	$2.76M	$51.56B	73.51%	66 Neutral
GS	Goldman Sachs Group	1.97%	$2.71M	$233.70B	50.06%	73 Outperform
META	Meta Platforms	1.91%	$2.63M	$1.61T	8.05%	76 Outperform
FDX	FedEx	1.83%	$2.52M	$83.03B	46.54%	79 Outperform
MSFT	Microsoft	1.82%	$2.50M	$2.98T	6.10%	79 Outperform
CSCO	Cisco Systems	1.76%	$2.43M	$307.06B	30.28%	77 Outperform
KGC	Kinross Gold	1.73%	$2.38M	$39.02B	185.26%	81 Outperform
COR	Cencora	1.59%	$2.20M	$68.60B	37.75%	70 Neutral

LST Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

42.10

Negative

100DMA

40.78

Negative

200DMA

38.86

Positive

Market Momentum

MACD

-0.30

Positive

RSI

34.81

Neutral

STOCH

24.98

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LST, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 42.53, equal to the 50-day MA of 42.10, and equal to the 200-day MA of 38.86, indicating a neutral trend. The MACD of -0.30 indicates Positive momentum. The RSI at 34.81 is Neutral, neither overbought nor oversold. The STOCH value of 24.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LST.

LST Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LST	―	―	$137.80M	0.65%	73 Outperform
ULTY	―	―	$946.28M	1.30%	60 Neutral
SYLD	―	―	$907.20M	0.59%	69 Neutral
XCHG	―	―	$843.68M	0.50%	68 Neutral
BGDV	―	―	$743.94M	0.45%	74 Outperform
ABFL	―	―	$663.20M	0.49%	73 Outperform

Performance Comparison

LST

Leuthold Select Industries ETF

40.61

8.87

27.95%

ULTY

YieldMax Ultra Option Income Strategy ETF

―

SYLD

Cambria Shareholder Yield ETF

―

XCHG

AB US Equity ETF

―

BGDV

Bahl & Gaynor Dividend ETF

―

ABFL

Fcf Us Quality Etf

―

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.

Disclaimer

This 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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