Does your fund pass our Spy Selector test
 
Leuthold Global Retail GLBLX
Morningstar Rating
Category
Managers
World Allocation
Douglas Ramsey, Chun Wang, Greg Swenson
Performance Measure (from manager start date through 11/24/2017)
Expense Ratio Risk Manager Start Date Fund Return Benchmark Return Manager Range People Pillar Parent Pillar
1.61%
-Avg
04/30/2008
62.41%
64.87%
$500K-$1Mil
N/A
N/A
 
 
 
 
 
 
Commentary

Click here to read the full Premium Analyst Report for this fund.

-- Fund returns and benchmark returns are cumulative.

Spy Selector Pass/Fail Thresholds
A mutual fund passes the Spy Selector test if it meets all the requirement above. If it receives a failing grade on any of the criteria, that fund fails the overall test. Index funds, however, are only judged on expense ratio and risk. Only a handful of funds in each category pass the test, so don't give up on your fund if it fails one. It might still have enough going for it to be worth owning but I suggest investigating further to be sure you're comfortable with why it failed the test.
 
Contact Us | © Morningstar FundSpy