LST - ETF AI Analysis

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Leuthold Select Industries ETF (LST)

Rating:74Outperform

Price Target:―

LST (Leuthold Select Industries ETF) earns a solid overall rating, largely driven by high-quality holdings like Alphabet and Microsoft, which benefit from strong financial performance, positive earnings calls, and long-term growth opportunities in AI and cloud services. Financial firms such as Goldman Sachs and Morgan Stanley, along with industrial names like Flex and Jabil, also support the rating with solid results and generally positive technical trends, though some face valuation concerns and higher leverage. Weaker contributors like McKesson and Cardinal Health, where leverage, low profitability, and overvaluation risks are more pronounced, slightly hold back the fund and highlight exposure to financially stretched healthcare names as a key risk factor.

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)

AUM134.20M

RegionNorth America

Expense Ratio0.65%

Beta0.86

IssuerLeuthold

Inception DateJan 21, 2025

Dividend Yield1.25%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume49,107

30 Day Avg. Volume40,112

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

47.78

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering108

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

This U.S.-focused fund leans heavily into health care, financials, and tech, and its story right now is one of mixed leadership. Kinross Gold has been the surprise workhorse, with gold’s momentum giving the ETF a solid boost. Financial powerhouses like Goldman Sachs and Morgan Stanley are also rising, helping to steady the ship. On the tech side, Alphabet is pulling its weight, while Microsoft looks tired and Meta is clearly losing steam, both acting as a drag. Overall, performance is driven more by stock picking than any single sector bet.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
JBL	Jabil	2.24%	$3.01M	$26.88B	50.06%	73 Outperform
KGC	Kinross Gold	2.16%	$2.90M	$41.56B	205.24%	81 Outperform
GS	Goldman Sachs Group	2.12%	$2.85M	$271.48B	37.03%	73 Outperform
GOOGL	Alphabet Class A	2.11%	$2.83M	$3.70T	65.05%	85 Outperform
MCK	McKesson	2.10%	$2.82M	$114.50B	57.45%	62 Neutral
CAH	Cardinal Health	1.96%	$2.63M	$51.96B	74.94%	66 Neutral
META	Meta Platforms	1.85%	$2.49M	$1.62T	-13.15%	76 Outperform
FLEX	Flex	1.85%	$2.49M	$23.62B	51.12%	74 Outperform
FDX	FedEx	1.84%	$2.46M	$88.11B	39.94%	79 Outperform
MSFT	Microsoft	1.77%	$2.37M	$2.98T	-1.74%	79 Outperform

LST Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

41.26

Positive

100DMA

40.16

Positive

200DMA

38.06

Positive

Market Momentum

MACD

0.48

Negative

RSI

59.11

Neutral

STOCH

64.36

Neutral

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 42.27, equal to the 50-day MA of 41.26, and equal to the 200-day MA of 38.06, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 59.11 is Neutral, neither overbought nor oversold. The STOCH value of 64.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LST.

LST Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LST	―	―	$134.20M	0.65%	―
SYLD	―	―	$930.62M	0.59%	―
PLDR	―	―	$813.93M	0.59%	―
ABFL	―	―	$794.64M	0.49%	―
BGDV	―	―	$757.07M	0.45%	―
XCHG	―	―	$658.62M	0.50%	―

Performance Comparison

LST

Leuthold Select Industries ETF

43.00

7.98

22.79%

SYLD

Cambria Shareholder Yield ETF

―

PLDR

Putnam Sustainable Leaders ETF

―

ABFL

Fcf Us Quality Etf

―

BGDV

Bahl & Gaynor Dividend ETF

―

XCHG

AB US Equity 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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