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Leuthold Core Investment Fund (LCORX)
As of 8:06 AM EST. Market Open.
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9/21 12:03 PM
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22.19 - YTD Return 8.85%
- Expense Ratio 1.44%
- Category Tactical Allocation
- Last Cap Gain 22.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 554.84M
- Beta (5Y Monthly) 0.70
- Yield 1.29%
- 5y Average Return --
- Holdings Turnover 68.00%
- Last Dividend 0.22
- Inception Date Jan 31, 2006
The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, REITs, commodities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It normally invests 30% to 70% of its net assets in common stocks and other equity securities; 30% to 70% of its net assets in bonds and other debt securities, except during prolonged periods of low interest rates; and up to 20% of its assets in money market instruments.
Leuthold
Fund Family
Tactical Allocation
Fund Category
554.84M
Net Assets
2006-01-31
Inception Date
Performance Overview: LCORX
View MoreTrailing returns as of 11/6/2024. Category is Tactical Allocation.
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Holdings: LCORX
View MoreTop 8 Holdings (35.85% of Total Assets)
SymbolCompany% Assets
FIGXX
Fidelity Colchester Street Trust - Fidelity Investments Money Market Funds - Government Portfolio 14.82% Sector Weightings
SectorLCORX
Financial Services 24.16%
Technology 19.33%
Consumer Cyclical 16.98%
Communication Services 12.53%
Healthcare 11.84%
Industrials 6.75%
Basic Materials 5.88%
Energy 2.54%
Real Estate 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
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