Leuthold Core Investment Fund Retail Class (LCORX)

Net Asset Value
1 Day
Overall Morningstar Rating
Tactical allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation and income. 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.


1 month-0.11% 3 years+6.22%
3 months+2.08% 5 years+8.36%
1 year+13.35% Since inception+8.66%
Data through --

Peer Comparisonvs. Tactical allocation

Performance 5-yr return+8.36%+5.36%
Expense ratio1.27%1.61%
Risk 5 year sharpe ratio1.250.61
Net assets$873.6M$636.6M
Average market cap$17.6B$54.0B
Average P/E15.918.9
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyLeuthold
Fund manager & tenureDouglas Ramsey / 7 Years
Minimal initial investment$10,000.00
Minimum IRA investment$1,000.00


U.S. stock50.20%
Fixed income17.30%
International stock13.28%
Top 5 Sectors
Portfolio weighting
Healthcare 20.26%
Hardware 19.09%
Financial service 17.43%
Consumer goods 14.77%
Consumer service 9.85%
Top 10 Holdings
Portfolio weighting
SPY SPDR® S&P 500 ETF3.17%
BWX SPDR® Bloomberg Barclays International Treasury Bond ETF2.48%
FLOT iShares Floating Rate Bond ETF2.47%
-- 2.15%
FXY CurrencyShares® Japanese Yen Trust1.87%
IGOV iShares International Treasury Bond ETF1.84%
LRCX Lam Research Corp1.55%
AMAT Applied Materials Inc1.28%
TER Teradyne Inc1.27%
ATVI Activision Blizzard Inc1.22%