Leuthold Global Clean Tech Instl
33 South Sixth StreetSuite 4600Minneapolis MN 55403
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Phone: 800-273-6886
| Category: | World Stock | | Fund Family: | Leuthold | | Net Assets: | 22.27M | | Year-to-Date Return: | -13.03% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 22-Jul-2009 |
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Eric C. Bjorgen
Lead Manager since
22-Jul-2009 | | | Bjorgen is a portfolio manager of Leuthold Weeden Capital Management and has been a senior analyst of The Leuthold Group since 1998.
Bjorgen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation and long-term growth.
The fund allocates its investments primarily in common stocks around the world that benefits from the expected growth in spending and investment in energy efficient and âcleanâ technologies, innovations and solutions. It invests in four clean technology groups including: âAlternative Energy,â âResource Conservation,â âClean Water,â and âClean Environment.â |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
(18-Mar-10):
| 22.50% | | Average for Category:
| 107.12% |
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| Expense | LGCIX | Category
Avg | | Total Expense Ratio: | 1.82%
| 1.53% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.38% | | Max Deferred Sales Load: | %
| 2.51% | | 3 Yr Expense Projection*: |
$ 621 | $75 | | 5 Yr Expense Projection*: |
$ 1,078 | $120 | | 10 Yr Expense Projection*: |
$ 2,345 | $237 |
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0.35% Nasdaq 
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