Skip to Content
Morningstar

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 cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LCR

More LCR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Technology Select Sector SPDR® ETF

16.50 13.7 Mil
—

Fidelity Inv MM Government I

13.25 11.0 Mil
Cash and Equivalents

iShares 1-3 Year Treasury Bond ETF

9.78 8.1 Mil
—

Communication Services Sel Sect SPDR®ETF

9.26 7.7 Mil
—

iShares US Home Construction ETF

4.93 4.1 Mil
—

Financial Select Sector SPDR® ETF

4.38 3.6 Mil
—

Direxion Daily S&P 500® Bear 1X ETF

4.27 3.5 Mil
—

Health Care Select Sector SPDR® ETF

4.11 3.4 Mil
—

Industrial Select Sector SPDR® ETF

3.70 3.1 Mil
—

iShares US Healthcare Providers ETF

3.20 2.7 Mil
—