Leuthold Global Fund

Leuthold Global Fund (the "Fund") seeks capital appreciation and income while maintaining prudence in terms of managing exposure to risk. 

The Fund employs a flexible, actively managed global asset allocation strategy designed to manage risk across changing market conditions.  

Flexible, top-down global asset allocation: Employs a disciplined, unemotional approach to evaluating risk and reward across asset classes, with allocations adjusted based on Leuthold’s assessment of opportunity and risk in each category.  

Broad global exposure with defined guidelines: Investment guidelines generally target equity exposure of 30%–70% and fixed income exposure of 30%–70%, with at least 40% of assets normally invested in foreign securities.  

Risk-aware, diversified portfolio construction: Designed to provide diversification across global equity and fixed income markets while maintaining prudence in managing overall portfolio risk.