Leuthold Global Fund (GLBIX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GLBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GLBIX
GLBIX charges 1.57% annually. There are 64 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | GLBIX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | GLBIX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | GLBIX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | GLBIX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | GLBIX vs JNSMX |
Best Risk-Adjusted Alternatives to GLBIX
GLBIX has a PortfoliosLab risk / return rank of 82. There are 18 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | GLBIX vs TIBAX | |
| Hartford Real Asset Fund | 97 | — | May 2010 | GLBIX vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | GLBIX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | GLBIX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | GLBIX vs GBMFX |
Top Performing GLBIX Alternatives (YTD)
GLBIX is at 13.77% YTD. There are 9 mutual funds in the Global Allocation category with higher YTD returns, going as high as 25.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 25.76% | — | Oct 2005 | GLBIX vs CGO | |
| Calamos Global Dynamic Income Fund | 25.48% | — | Jun 2007 | GLBIX vs CHW | |
| Calamos Global Opportunities Fund | 19.22% | — | Sep 1996 | GLBIX vs CVLOX | |
| Allspring Absolute Return Fund | 18.69% | — | Feb 2012 | GLBIX vs WARAX | |
| Thornburg Investment Income Builder Fund | 17.92% | — | Dec 2002 | GLBIX vs TIBAX |
Lowest Volatility Alternatives to GLBIX
GLBIX has 8.49% 1-year volatility. There are 35 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 2.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.98% | — | Jul 2019 | GLBIX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.27% | — | Dec 2017 | GLBIX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | GLBIX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.66% | — | Dec 2011 | GLBIX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.77% | — | Sep 2011 | GLBIX vs NRIIX |
Lowest Drawdown Alternatives to GLBIX
GLBIX has a 1-year max drawdown of -6.39%. There are 27 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | GLBIX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | GLBIX vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | GLBIX vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | GLBIX vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | GLBIX vs WMRIX |
Other Mutual Funds from Leuthold
The 2 most viewed Leuthold mutual funds shown here include LCORX, GRZZX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Leuthold Core Investment Fund | Tactical Allocation | 52 | 7.29% | — | Nov 1995 | GLBIX vs LCORX | |
| Grizzly Short Fund | Inverse Equities | 1 | -6.05% | — | Jun 2000 | GLBIX vs GRZZX |
Often Compared With GLBIX
Investors most often compare GLBIX with DPREX, MHEIX, RAPZX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Global Listed Real Assets Fund | Global Allocation | 86 | 9.57% | — | Dec 1995 | GLBIX vs DPREX | |
| MH Elite Income Fund of Funds | Global Allocation | 31 | 2.09% | — | Aug 2011 | GLBIX vs MHEIX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 45 | 13.81% | — | Jan 2012 | GLBIX vs RAPZX | |
| Principal Diversified Real Asset Fund | Global Allocation | 73 | 13.08% | — | Mar 2010 | GLBIX vs PDRDX |
Compare GLBIX with Any Fund or Stock
Compare GLBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GLBIX with funds that move differently
Leuthold Global Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GLBIX.
Explore GLBIX Diversifiers