Morningstar

Leuthold Core ETF LCR

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

Morningstar’s Analysis LCR

Will LCR outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Leuthold Core ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 65.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 1-3 Year Treasury Bond ETF

14.58 10M
—

State Street®TechSelSectSPDR®ETF

14.35 10M
—

iShares 0-5 Year TIPS Bond ETF

9.50 6M
—

State Street®FinSelSectSPDR®ETF

4.88 3M
—

Leuthold Select Industries ETF

4.65 3M
—

Direxion Daily S&P 500® Bear 1X ETF

4.24 3M
—

Invesco S&P 500® Equal Wt Cnsm Disc ETF

3.93 3M
—

US BANK MMDA - USBGFS 9

3.52 2M
Cash and Equivalents

State Street®HlthCrSelSectSPDR®ETF

3.50 2M
—

iShares Biotechnology ETF

3.17 2M
—

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