GLBIX – Leuthold Global Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation and income (or "total return"). The fund is a "flexible" fund meaning that it allocates its investments in global developed and emerging markets among the asset classes, in proportions which reflect the judgment of Leuthold Weeden Capital Management. It invests at least 40% of its assets in securities from international markets, unless market conditions are not deemed favorable by the adviser, in which case the fund may invest less than 40% of its assets in securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GLBLX	Leuthold Global Fund Retail Class	No Load	Open			Jul 1, 2008	$4.56M	2.120%	High	$10,000	$1.59M
GLBIX	Leuthold Global Fund Institutional Class	Institutional	Open			Apr 30, 2008	$18.26M	1.870%	High	$100,000	$645,060.98

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