Leuthold Asset Allocation
100 North Sixth Street Suite 412a Minneapolis MN 55403
Map
Phone: 800-273-6886
| Category: | Moderate Allocation | | Fund Family: | Leuthold | | Net Assets: | 1.35B | | Year-to-Date Return: | -5.93% | | Yield: | 1.92% | | Morningstar Rating: | N/A | | Fund Inception Date: | 25-May-06 |
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Steven C. Leuthold
Lead Manager since
25-May-06 | | | Leuthold is the chief investment officer and a managing member of Leuthold Weeden Capital Management. Leuthold also has been chairman and portfolio manager of Leuthold & Anderson, Inc. since its organization in August, 1987, a portfolio manager of Leuthold, Weeden & Associates, L.P. since January, 1991 and chairman of The Leuthold Group since November, 1981. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation and income. The fund normally invests 30% to 70% of assets in common stocks and other equity securities, 30% to 70% in bonds and other debt securities, and up to 20% in money market instruments. |
| Last Dividend
(26-Jun-08):
| 0.05 | | Last Cap Gain
(28-Nov-07):
| 0.18 | | Annual Holdings Turnover
| 196.00% | | Average for Category:
| 71.15% |
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| Expense | LAALX | Category
Avg | | Total Expense Ratio: | 1.43%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$483 | $626 | | 5 Yr Expense Projection*: |
$834 | $953 | | 10 Yr Expense Projection*: |
$1,824 | $1,864 |
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1.49% Nasdaq 
0.27%
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