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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 20.56 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.9% |
| 1 Year | 20.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation and dividend income. The fund normally invests at least 40% of assets in securities from non-U.S. securities markets. It invests in domestic and foreign companies of all sizes and industries as well as in "growth" stocks and "value" stocks. The fund's investments in common stocks and other equity securities may consist of the following from around the world: Large, mid, or small capitalization common stocks; Growth stocks, value stocks, or cyclical stocks; Aggressive stocks or defensive stocks, etc.
Fees
Fees are High compared to funds in the same category.
Leuthold Global Industries Fund has an expense ratio of 2.00 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
