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Leuthold Core Investment Fund Class Institutional (LCRIX)

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, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It invests normally 30% to 70% of its assets in common stocks and other equity securities; 30% to 70% in bonds and other debt securities (other than money market instruments), except during prolonged periods of low interest rates; up to 20% of its assets in money market instruments.


1 month-0.62% 3 years+9.67%
3 months+0.30% 5 years+6.44%
1 year+1.06% Since inception+5.40%
Data through --

Peer Comparisonvs. Tactical allocation

Performance 5-yr return+6.44%+3.38%
Expense ratio1.22%1.67%
Risk 5 year sharpe ratio0.790.47
Net assets$909.0M$742.2M
Average market cap$14.0B$28.2B
Average P/E13.416.6
Portfolio turnover81%81%

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Fund Management and Purchase Info

Fund familyLeuthold
Fund manager & tenureDouglas Ramsey / 4 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock30.38%
Fixed income17.45%
International stock2.61%
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
MBB iShares MBS ETF3.09%
BWX SPDR® Barclays International Treasury Bond ETF2.94%
SPY SPDR® S&P 500 ETF2.89%
-- 2.79%
-- 1.37%
FXY CurrencyShares® Japanese Yen Trust1.16%
ANTM WellPoint1.05%
UNH UnitedHealth1.02%
WBA Walgreen0.97%
CVS CVS Caremark0.97%