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.
- NAV / 1-Day Return 9.22 / 0.88 %
- Total Assets 25.8 Mil
Adj. Expense Ratio
- 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.