Leuthold Core Investment Fund – A Comprehensive Guide In 2023

Introduction

Investing in mutual funds is a popular way to grow wealth and secure the future. The Leuthold Core Investment Fund is one such mutual fund that has gained popularity in recent times. In this article, we will look at the Leuthold Core Investment Fund in detail and understand how it works.

What is the Leuthold Core Investment Fund?

The Leuthold Core Investment Fund is a mutual fund that invests in a diversified portfolio of stocks and bonds. The fund aims to provide long-term capital appreciation and income. The fund is managed by Leuthold Weeden Capital Management, which is a registered investment advisor.

Investment Strategy

The Leuthold Core Investment Fund follows a multi-asset, multi-factor investment approach. The fund invests in a mix of large-cap, mid-cap, and small-cap stocks, as well as investment-grade bonds. The fund also uses a quantitative model to identify undervalued stocks.

Performance

The Leuthold Core Investment Fund has delivered consistent returns to its investors over the years. As of 2023, the fund has an average annual return of 9.5% since inception. The fund has also outperformed its benchmark, the S&P 500 Index, over the long term.

Fees and Expenses

The Leuthold Core Investment Fund has a relatively low expense ratio of 0.70%. The fund also has no sales load or redemption fees. However, investors should note that the fund has a minimum initial investment of $5,000.

Pros and Cons

Pros

• The fund has a diversified portfolio of stocks and bonds.
• The fund has a proven track record of delivering consistent returns.
• The fund has a relatively low expense ratio.

Cons

• The fund has a minimum initial investment of $5,000.
• The fund may underperform in a bear market.
• The fund may not be suitable for investors with a low risk tolerance.

Conclusion

The Leuthold Core Investment Fund is a well-managed mutual fund that has delivered consistent returns to its investors over the years. The fund has a diversified portfolio of stocks and bonds and follows a multi-asset, multi-factor investment approach. However, investors should note that the fund has a minimum initial investment of $5,000 and may not be suitable for investors with a low risk tolerance.

People Also Ask

What is the Leuthold Core Investment Fund’s investment strategy?

The Leuthold Core Investment Fund follows a multi-asset, multi-factor investment approach. The fund invests in a mix of large-cap, mid-cap, and small-cap stocks, as well as investment-grade bonds. The fund also uses a quantitative model to identify undervalued stocks.

What is the Leuthold Core Investment Fund’s expense ratio?

The Leuthold Core Investment Fund has a relatively low expense ratio of 0.70%.

What is the minimum initial investment for the Leuthold Core Investment Fund?

The Leuthold Core Investment Fund has a minimum initial investment of $5,000.