Leuthold Global is trading at 9.12 as of the 28th of November 2024; that is 0.22% up since the beginning of the trading day. The fund's open price was 9.1. Leuthold Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Leuthold Global Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund is a flexible fund which 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 percent 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 percent of its assets in securities.. More on Leuthold Global Fund
Leuthold Global Fund [GLBLX] is traded in USA and was established 28th of November 2024. Leuthold Global is listed under Leuthold category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Leuthold family. This fund currently has accumulated 25.61 M in assets under management (AUM) with minimum initial investment of 10 K. Leuthold Global is currently producing year-to-date (YTD) return of 5.11% with the current yeild of 0.02%, while the total return for the last 3 years was 2.09%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Leuthold Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Leuthold Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Leuthold Global Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Leuthold Mutual Fund
Leuthold Global financial ratios help investors to determine whether Leuthold Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Leuthold with respect to the benefits of owning Leuthold Global security.