Leuthold Core Investment Fund (Retail and Institutional Shares)
Fund Document Downloads
NOTE: Effective March 2, 2009, the Leuthold Core Investment Fund and the Leuthold Select Industries Fund will re-open to existing shareholders. Click here for announcement.
Investment Objective
The Leuthold Core Investment Fund seeks capital appreciation and income with a conservatively structured, professionally managed portfolio of stocks, bonds and cash equivalents.
Investment Strategy
The Leuthold Core Investment Fund differs from most other mutual funds by investing in stocks, bonds, money market instruments and certain foreign securities. When appropriate, as disciplines dictate, the Core Fund may also hedge its market exposure. We adjust the proportion of each asset class to reflect our view of the potential opportunity and value offered within that sector, as well as the potential risk. Although there are no guarantees, it is our belief that successful investing demands skill both in making money and attempting to preserve any gains.
Flexibility is central to the creation of a core portfolio that you can depend on in a variety of market conditions. We possess the flexibility and discipline to invest where we see value and to sell when we believe there is undue risk.
The investment guidelines of the Leuthold Core Investment Fund follow a 30%-70% Equity Exposure and 30% - 70% Fixed Income Exposure. Under extreme market conditions, there may be a departure from the basic core guidelines.
Share Classes
The Leuthold Core Investment Fund offers both a Retail Share Class and an Institutional Share Class.
For additional mutual fund strategy specifics, please contact Ed Favreau, Managing Director, at 888-200-0409, or email efavreau@leutholdfunds.com
Distributor: Rafferty Capital Markets, LLC, Garden City, NY, 11530
