Morningstar

Leuthold Global Fund Retail Class GLBLX

Morningstar Medalist Rating
Medalist Rating as of | See Leuthold Investment Hub
  • NAV / 1-Day Return 10.56  /  +0.28 %
  • Total Assets 23.4M
  • Adj. Expense Ratio
    2.120%
  • Expense Ratio 2.210%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Moderate Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.54%
  • Turnover 64%

USD | NAV as of Aug 18, 2026 | 1-Day Return as of Aug 18, 2026, 12:54 AM GMT+0

Morningstar’s Analysis GLBLX

Will GLBLX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GLBLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GLBLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GLBLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Leuthold Global Retail holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings GLBLX

More GLBLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 1.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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