Individual

The Leuthold family of no-load mutual funds encompasses nine distinctive investment strategies for individual investors.

  • Though perhaps best known for a conservative asset allocation approach, Leuthold Funds also offer strategies for shareholders who desire more aggressive or unconventional investment vehicles.

Because each of the Leuthold Fund strategies fits a distinctive investment niche, investors may employ the strategies in tandem to facilitate their long term investment goals or to adjust their exposure during uncertain, volatile, or changing market environments.

Leuthold Global Fund (Retail and Institutional Shares)

The Leuthold Global Fund seeks capital appreciation and income while maintaining prudence in terms of managing exposure to risk over the long term.

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Leuthold Asset Allocation Fund (Retail and Institutional Shares)

The Leuthold Asset Allocation Fund seeks capital appreciation and income with a conservatively structured, professionally managed portfolio of stocks, bonds, cash equivalents and alternative investments. The Leuthold Asset Allocation Fund utilizes the investment strategy of the Leuthold Select Equities Fund for the majority of its domestic equity exposure.

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Leuthold Core Investment Fund (Retail and Institutional Shares)

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.

The Leuthold Core Investment Fund seeks capital appreciation and income with a conservatively structured, professionally managed portfolio of stocks, bonds and cash equivalents. The Leuthold Core Investment Fund offers both a Retail Share Class and an Institutional Share Class.

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Leuthold Undervalued and Unloved Fund

The Leuthold Undervalued and Unloved Fund seeks long-term capital appreciation and dividend income. The Leuthold Undervalued and Unloved Fund utilizes a disciplined, unemotional, quantitative investment approach that is based on the belief that in all market conditions there will exist some companies that are undervalued. The Fund will invest in "value" stocks of companies of all sizes and industries.

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Grizzly Short Fund

The Grizzly Short Fund seeks capital appreciation by identifying companies whose stocks are expected to decline in price and selling those stocks short.

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Leuthold Select Industries Fund

The Leuthold Select Industries Fund seeks capital appreciation through group identification and rotation, and endeavors to remain fully invested in equities at all times.

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Leuthold Hedged Equity Fund (Retail and Institutional Shares)

The Leuthold Hedged Equity Fund seeks capital appreciation and income (or “total return”) by establishing long and short positions in common stock and other equity securities.

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Leuthold Global Clean Technology Fund (Retail and Institutional Shares)

The Leuthold Global Clean Technology Fund seeks capital appreciation and long-term growth through allocating its investments, primarily in common stocks from around the world that will benefit from the expected growth in spending and investment in energy efficient and “clean” technologies, innovations and solutions.

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