4 / 5 Stars
4 4 2 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#13 in World Allocation
U.S. News evaluated 120 World 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 19.98 percent over the past year, 7.52 percent over the past three years, and 13.01 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.1%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||13.0%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation and income (or "total return") in amounts attainable by assuming only prudent investment risk over the long term. 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 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.
Fees are Low compared to funds in the same category.
Leuthold Global Fund has an expense ratio of 1.32 percent.
Risk is Average compared to funds in the same category according to Morningstar.