Leuthold Mutual Funds List
Here you can find all mutual funds issued by Leuthold and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.45%
- Avg. 1 Year Return
- 9.71%
- Avg. 5 Year Return
- 3.27%
- Median Risk/Return Score
- 52 / 100
Leuthold Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Leuthold Global Fund | Global Allocation | Apr 29, 2008 | 1.57% | 12.18% | 6.42% | 8.66% | 80 | ||||||||
| Grizzly Short Fund | Inverse Equities | Jun 18, 2000 | 1.61% | -6.80% | -1.28% | 5.55% | 1 | ||||||||
| Leuthold Core Investment Fund | Tactical Allocation | Nov 19, 1995 | 1.16% | 6.71% | 8.02% | 7.46% | 52 |
Explore top Leuthold Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Leuthold Mutual funds by Risk/Return Score
The top Leuthold Mutual funds by PortfoliosLab Risk/Return Score are GLBIX (80) and LCORX (52).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Leuthold Global Fund | 80 | — | Apr 2008 | |
| Leuthold Core Investment Fund | 52 | — | Nov 1995 | |
| Grizzly Short Fund | 1 | — | Jun 2000 |
Best-Performing Leuthold Mutual funds Over 5 Years
The top Leuthold Mutual funds is LCORX (7.26%).
Across the lineup, Leuthold Mutual funds show an average 1-year return of 9.71% and an average 5-year return of 3.27%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Leuthold Core Investment Fund | 7.26% | — | Nov 1995 | |
| Leuthold Global Fund | 6.49% | — | Apr 2008 | |
| Grizzly Short Fund | -3.94% | — | Jun 2000 |
Lowest-Cost Leuthold Mutual funds
The top Leuthold Mutual funds is LCORX (1.16%).
With an average expense ratio of 1.45%, Leuthold Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Leuthold Core Investment Fund | 1.16% | — | Nov 1995 | |
| Leuthold Global Fund | 1.57% | — | Apr 2008 | |
| Grizzly Short Fund | 1.61% | — | Jun 2000 |
Highest-Yield Leuthold Mutual funds
The top Leuthold Mutual funds is GLBIX (8.66%).
Across the lineup, Leuthold Mutual funds show an average dividend yield of 7.22%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Leuthold Global Fund | 8.66% | — | Apr 2008 | |
| Leuthold Core Investment Fund | 7.46% | — | Nov 1995 | |
| Grizzly Short Fund | 5.55% | — | Jun 2000 |
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