Leuthold Core Investment Fund Retail Class (LCORX)

Overview

The fund operated by Leuthold Weeden Capital Management is a diversified investment fund designed with a flexible allocation strategy. This strategy allows the fund to adapt its investments based on the management team's analysis and judgment of the prevailing market conditions. By diversifying its portfolio across common stocks and other equity securities, bonds and other debt securities, as well as money market instruments, the fund aims to balance risk and potential returns. A significant focus of the fund is its emphasis on international markets, committing at least 40% of its assets to these regions. However, this allocation is subject to change based on the adviser’s assessment of global market conditions. This approach reflects the fund's adaptability and its intent to capitalize on opportunities in both domestic and international markets.

Products and Services

• Common Stocks and Equity Securities:

  These constitute the equity component of the fund's portfolio, providing the potential for capital appreciation. Stocks and equity securities are selected based on the investment team's analysis, aiming to invest in companies that offer growth potential or are undervalued relative to their intrinsic value.

• Bonds and Other Debt Securities:

  The inclusion of bonds and other debt securities adds an element of income generation and stability to the fund's portfolio. By investing in various types of debt instruments, the fund seeks to mitigate risk and exploit interest income opportunities, balancing the overall investment strategy.

• Money Market Instruments:

  These short-term financial instruments provide liquidity and safety of principal. Investment in money market instruments enables the fund to manage its cash reserves efficiently, ensuring that funds are available for investment opportunities or to meet redemption requests without disrupting the portfolio's strategic balance.

• International Market Securities:

  A minimum of 40% of the fund's assets are allocated to securities in international markets, reflecting the fund's global investment outlook. However, the actual percentage may vary depending on the investment adviser’s analysis of global market conditions and opportunities. This strategy not only diversifies the fund's investment risks but also allows it to capitalize on growth opportunities across different regions.