3 / 5 Stars
4 4 2 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#45 in Moderate Allocation
U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.62 percent over the past year, 6.47 percent over the past three years, 12.89 percent over the past five years, and 6.98 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.0%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||12.9%|
|10 Years (Annualized)||7.0%|
The investment seeks capital appreciation and income. The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It invests normally 30% to 70% of its assets in common stocks and other equity securities; 30% to 70% in bonds and other debt securities (other than money market instruments), except during prolonged periods of low interest rates; up to 20% of its assets in money market instruments.
Fees are Above Average compared to funds in the same category.
Leuthold Core Investment Fund has an expense ratio of 1.16 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.