Leuthold Core ETF (LCR)

Overview

The fund is a dynamic financial entity precisely designed for investors looking for a diversified investment avenue. Operating as an actively-managed "exchange-traded fund of funds," its core strategy revolves around investing predominantly in other registered investment companies. This unique approach not only amplifies the potential for portfolio diversification but also endeavors to meticulously achieve its investment objectives through strategic allocations. The essence of its operation lies in the careful selection of underlying funds that offer a wide spectrum of asset class exposure. This innovative investment methodology positions the fund as an attractive option for investors aiming to navigate the complexities of the global financial markets with a single, coherent investment vehicle.

Products and Services

• Actively-Managed Exchange-Traded Funds (ETFs): The cornerstone of its product offerings, these ETFs are managed with an active investment strategy aiming to outperform traditional benchmark indices. By investing in these, the fund seeks to leverage the expertise of skilled fund managers who can dynamically adjust portfolios in response to market conditions.
• Index-Based ETFs: Complementing its active management approach, the fund also invests in index-based ETFs. These products are designed to track the performance of a specific index, offering a more predictable and steady investment route. It's a balanced strategy that integrates the stability of index tracking with the dynamic potential of active management.
• Underlying Funds with Broad Asset Class Exposure: A significant part of the fund's strategy involves investing in underlying funds that cover a comprehensive range of asset classes. This includes:
• Equity Securities: Both U.S. and foreign company equities form a part of the investment mosaic, enabling the fund to tap into the growth potential of various economies and sectors.
• Debt Obligations: By including debt obligations of companies and governments (both U.S. and foreign), the fund introduces an element of income generation and risk mitigation into the portfolio, appealing to investors seeking a balance of growth and safety.
• Commodities Indexes and Managed Futures: Expanding the diversification frontier, investments in commodities indexes and managed futures offer the fund avenues to hedge against inflation and benefit from commodities' cyclical trends without directly investing in physical commodities.