Leuthold Core Investment Fund
LCORX/LCRIX
Overview
Objective
Leuthold Core Investment Fund (the "Fund") seeks capital appreciation and income while maintaining prudence by managing exposure to risk.
Description
The Fund utilizes an actively managed, flexible asset allocation strategy designed to manage risk across changing market conditions.
Flexible, top-down asset allocation approach: Emphasizes disciplined, unemotional evaluation of risk and reward across asset classes, with allocations adjusted based on Leuthold’s assessment of opportunity and risk in each category.
Broad multi-asset exposure with defined guidelines: Investment guidelines generally target equity allocations of 30%–70% and fixed income allocations of 30%–70%, with flexibility to deviate from these ranges when market conditions warrant.
Risk-aware portfolio construction: Designed to balance participation in rising markets with prudence in declining environments through active asset class positioning and ongoing risk management.
Firm Overview
The Leuthold Group began in 1981 as an institutional investment research firm. Founder Steve Leuthold built a research team and investment policies incorporating technical and quantitative methodologies, broad sector and industry group analysis, supply/demand dynamics, and historical intrinsic value relationships.
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One should consider the objectives, risks, charges, and expenses carefully before investing. The Prospectus contains this and other information about the Fund. For current Prospectus, call 800-273-6886, or visit LeutholdFunds.com; please read the Prospectus carefully before investing.
Not FDIC Insured–No Bank Guarantee–May Lose Value Distributor: Quasar Distributors, LLC