Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Leuthold Mutual Funds
View all of Leuthold’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Leuthold Mutual Funds List
1 to 5 of 5 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Leuthold Core Investment Fund Retail Class | LCORX | Tactical Allocation | 8.02% | 59 | 1.190% | Below Average | No Load | $10,000 | ||
| Leuthold Core Investment Fund Institutional Class | LCRIX | Tactical Allocation | 8.16% | 56 | 1.090% | Below Average | Institutional | $100,000 | ||
| Leuthold Global Fund Institutional Class | GLBIX | Global Moderate Allocation | 12.08% | 10 | 1.870% | High | Institutional | $100,000 | ||
| Leuthold Global Fund Retail Class | GLBLX | Global Moderate Allocation | 11.90% | 10 | 2.120% | High | No Load | $10,000 | ||
| Leuthold Grizzly Short Fund | GRZZX | Trading—Inverse Equity | — | — | −2.99% | — | 1.980% | High | No Load | $10,000 |
Leuthold Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States