Leuthold Core Investment
33 South Sixth Street Suite 4600 Minneapolis MN 55403
Map
Phone: 800-273-6886
| Category: | Moderate Allocation | | Fund Family: | Leuthold | | Net Assets: | 961.30M | | Year-to-Date Return: | 24.76% | | Yield: | 0.88% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Nov-95 |
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Steven C. Leuthold
Lead Manager since
20-Nov-95 | | | Steven C. Leuthold, 63, has been an investment strategist, manager and researcher for more than 40 years. He is the founder and Chairman of Leuthold Weeden Capital Management and Co-Portfolio Manager. In addition, Steve serves as Chairman of The Leuthold Group, where he leads a research team that uses quantitative research to develop sophisticated investment models. From 1977 to 1981, Steve was an officer and portfolio manager of two mutual funds for Criterion Investment Management. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation and income. The fund normally invests 30% to 70% of assets in common stocks and other equity securities, 30% to 70% in bonds and other debt securities, and up to 20% in money market instruments. |
| Last Dividend
(24-Sep-09):
| 0.01 | | Last Cap Gain
(28-Nov-07):
| 3.75 | | Annual Holdings Turnover
| 116.70% | | Average for Category:
| 82.83% |
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| Expense | LCORX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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