Morningstar

Leuthold Core Investment Fund Retail Class LCORX

Morningstar Medalist Rating
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Medalist Rating as of See Leuthold Investment Hub
  • NAV / 1-Day Return $24.30  /  −0.37 %
  • Fund Size $557.6M
  • Adjusted Expense Ratio 1.190%
  • Net Expense Ratio 1.350%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Mid Value
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 0.93%
  • Turnover Ratio 64%
NAV and 1-Day Return as of

Morningstar’s Analysis LCORX

Will LCORX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Leuthold Core Investment Retail holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm 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 LCORX

More LCORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 9

18.46 83M
Cash and Equivalents

United States Treasury Bills 0%

3.34 15M
Government

Microsoft Corp

3.00 13M
Technology

Alphabet Inc Class A

2.73 12M
Communication Services

iShares China CNY Bond ETF USD Dis

2.27 10M
—

United States Treasury Notes 3.88%

2.13 10M
Government

NVIDIA Corp

2.04 9M
Technology

Dell Technologies Inc Ordinary Shares - Class C

1.82 8M
Technology

Cisco Systems Inc

1.80 8M
Technology

State Street SPDR Port ItmtTermCorpBdETF

1.75 8M
—

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