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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- 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+5.20% 3 years+8.08%
3 months+6.59% 5 years+9.62%
1 year+20.51% Since inception+5.96%
Data through --

Peer Comparisonvs. Tactical allocation

Performance 5-yr return+9.62%+5.36%
Expense ratio1.24%1.61%
Risk 5 year sharpe ratio1.400.72
Net assets$864.2M$604.1M
Average market cap$17.6B$49.8B
Average P/E15.918.7
Portfolio turnover52%52%

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Fund Management and Purchase Info

Fund familyLeuthold
Fund manager & tenureDouglas Ramsey / 6 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


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%