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GLBIX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Leuthold Global Institutional (GLBIX) Ownership - Who owns Leuthold Global Institutional?

The investment seeks capital appreciation and income (or "total return")... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

GLBIX

Net Assets

19.1M

Fund Existence

about 17 years

Turnover

67.20

Total Expense Ratio

2.07

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.08

Assets in Top Ten Holdings

4.93M

Average Credit Quality

Average Effective Duration

5.76

Average Effective Maturity

6.90

Fund of Funds

Fund Share Class Net Assets

16.3M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

5.76

No Load Fund

Yes

Number of Long Holdings

133.00

Number of Net Holdings

249.00

Number of Short Holdings

116.00

Prospectus Acquired Expense Ratio

0.03

Weighting Top Ten Holdings

29.86%

Gain YTD

7.378

Annual Yield % from dividends

1.70

Returns for 1 year

-1.30

Returns for 3 years

3.86

Returns for 5 years

26.48

Returns for 10 years

-4.92

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details