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Morningstar

Leuthold Core Investment Retail LCORX

Morningstar Medalist Rating
Medalist Rating as of | See Leuthold Investment Hub
  • NAV / 1-Day Return 20.61  /  0.73 %
  • Total Assets 494.7 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.380%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.58%
  • Turnover 65%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis LCORX

Will LCORX 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 LCORX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LCORX 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 LCORX’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 Investment Retail's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LCORX

More LCORX Holdings
  • Current Portfolio Date
  • Equity Holdings 205
  • Bond Holdings 7
  • Other Holdings 19
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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