The Leuthold Group expands access to flagship strategy with launch of Leuthold Core ETF
07 Gennaio 2020 - 6:18PM
Business Wire
Fund leverages firm’s 30-plus years of experience in tactical
asset allocation investments
The Leuthold Group has announced the launch of the Leuthold Core
ETF (NYSE: LCR), an exchange-traded fund that was designed as a
core holding for investors seeking steady growth along with the
liquidity and convenience of an ETF. It will apply the same
disciplined, rules-based quantitative rigor as the firm’s Core
mutual fund and reflects Leuthold Group’s philosophy that exposure
to multiple asset classes—and dynamically adjusting exposures at
different points in the business cycle—can potentially generate
growth and long-term investment success.
“With the bull market in stocks entering its record 11th year,
we know that advisors and their clients are focused on investment
options that can adjust if and when conditions change,” said
Leuthold Group Co-CEO John Mueller. “We also know that they want a
product format that’s as nimble as the investment strategy itself,
which is why we made the decision to offer our tactical asset
allocation approach as an ETF.”
Research Director Scott Opsal, Senior Analyst Chun Wang, and
Leuthold Chief Investment Officer Doug Ramsey will serve as
co-portfolio managers. “We’ve been developing, implementing and
refining successful tactical asset allocation strategies for
decades and I’m excited that it’s going to be easier than ever for
investors to gain exposure to this style of investing through an
ETF,” said Ramsey.
The Leuthold Core ETF will dynamically allocate between equity
and fixed-income markets (between 30% - 70% for each) on a monthly
basis, using Leuthold’s time-tested Major Trend Index. Once equity
versus fixed income weightings are determined, the equity component
will invest in sectors and industry groups that rank highly in a
monthly industry group analysis. Fixed income exposure will be
aligned with Leuthold’s inflation outlook and—within the credit
space—with the firm’s momentum plus relative yield model. The fund
may trade a wide array of securities, but typically will own
fixed-income, equity-sector and industry-group ETFs.
The Leuthold Core ETF carries a management fee of 0.50%, part of
a total expense ratio of 0.86% (after expense reimbursement).
About The Leuthold Group LLC
Based in Minneapolis, The Leuthold Group has produced
independent research for institutional clients for more than three
decades. The experienced investment team also manages approximately
$1.0 billion in both separate accounts and five mutual funds. The
Leuthold Group is recognized as a pioneer in tactical asset
allocation with a flexible flagship strategy managed over three
decades. For more information, visit https://leutholdgroup.com.
Investors should consider the investment objectives, risks,
charges and expenses carefully before investing. The Prospectus
contains this and other information about the Fund. Please read the
Prospectus carefully before you invest. Investing involves risk,
including the possibility of loss of principal. For a current
Prospectus, please call 1-866-306-8117. Distributor: Compass
Distributors, LLC
Risks of Investing in the Fund
Asset Allocation Risk: The Fund may favor an asset
category or investment strategy that performs poorly to other asset
categories and investment strategies for short or long periods of
time.
Foreign and Emerging Markets Securities Risk: Investments
in securities and instruments traded in developing or emerging
markets, or that provide exposure to such securities, can involve
additional risks relating to political, economic, or regulatory
conditions not associated with investment in U.S. securities and
instruments.
Market Risks: Common stocks are susceptible to general
stock market fluctuations and to volatile increases and decreases
in value as market confidence and perceptions of their issuers
change.
Fixed Income Securities Risk: Issuers of bonds may not be
able to make interest or principal payments, or may suffer adverse
changes in financial condition that could lower the credit
quality.
Quantitative Investment Approach Risk: The Fund utilizes
a quantitative investment approach. There may be market conditions
where the quantitative investment approach performs poorly.
Managed Futures Strategy/Commodities Risk: Investments in
managed futures programs or commodities may subject an Underlying
Investment to greater volatility than investments in traditional
securities.
Sector Risk: The Fund’s investing approach may dictate an
emphasis on certain sectors, industries, or sub-sectors of the
market. The Fund may invest more heavily in one sector, industry,
or sub-sector; or may lack exposure to one or more sectors, which
may adversely affect performance.
Liquidity Risk: Liquidity risk is the risk that the Fund
may be unable to find a buyer for its investments when it seeks to
sell them or to receive the price it expects based on the Fund’s
valuation of the investments. If the Fund is forced to sell its
investments at an unfavorable time and/or under adverse conditions
in order to meet redemption requests, such sales could negatively
affect the Fund.
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version on businesswire.com: https://www.businesswire.com/news/home/20200107005913/en/
John Mueller, Co-CEO, The Leuthold Group (612) 332-9141
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