Advertisement
Skip to Content

Leuthold Global Inst GLBIX

Quantitative rating as of | See Leuthold Investment Hub
  • NAV / 1-Day Return 9.22  /  0.88 %
  • Total Assets 25.8 Mil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.910%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.40%
  • Turnover 54%

Morningstar’s Analysis GLBIX

Will GLBIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

A strong management team and sound investment process underpin Leuthold Global Inst's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Unlock our full analysis with Morningstar Investor