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Leuthold Core ETF LCR

Morningstar Medalist Rating
Medalist Rating as of | See Leuthold Investment Hub

Morningstar’s Analysis LCR

Will LCR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LCR’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Leuthold Core ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LCR

More LCR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Technology Select Sector SPDR® ETF

15.17 13.0 Mil
—

Fidelity Inv MM Government I

13.11 11.2 Mil
Cash and Equivalents

Financial Select Sector SPDR® ETF

10.68 9.1 Mil
—

Communication Services Sel Sect SPDR®ETF

10.51 9.0 Mil
—

iShares 1-3 Year Treasury Bond ETF

9.63 8.2 Mil
—

iShares US Home Construction ETF

4.92 4.2 Mil
—

Direxion Daily S&P 500® Bear 1X ETF

4.05 3.5 Mil
—

Industrial Select Sector SPDR® ETF

3.67 3.1 Mil
—

iShares US Healthcare Providers ETF

3.13 2.7 Mil
—

iShares 5-10 Year invmt Grd Corp Bd ETF

2.89 2.5 Mil
—