Leuthold Moderate Allocation ETF (S:0P0001IJ7U)
21.83
+0.43
(+2.00%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core S&P 500 ETF | 27.25% | 657.26 | -0.70% |
| iShares Core MSCI EAFE ETF | 18.14% | 91.04 | -0.93% |
| iShares Core US Aggregate Bond ETF | 13.06% | 98.90 | -0.15% |
| Vanguard Russell 1000 Value Index Fund ETF | 12.77% | 94.92 | -0.12% |
| iShares MSCI Emerging Markets ex China ETF | 6.61% | 79.07 | -0.40% |
| iShares MBS ETF | 5.23% | 94.59 | -0.07% |
| iShares 5-10 Yr Investment Grade Corporate Bd ETF | 4.08% | 53.00 | -0.16% |
| Vanguard Sht-Term Inflation-Protected Sec Idx ETF | 2.90% | 49.98 | -0.01% |
| Vanguard Short-Term Corporate Bond Idx Fd ETF | 2.27% | 78.98 | -0.06% |
| abrdn Bloomberg All Commodity Strat K-1 Free ETF | 1.96% | 24.80 | 0.28% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |