Morningstar

Leuthold Core Investment Fund Institutional Class LCRIX

Morningstar Medalist Rating
Medalist Rating as of | See Leuthold Investment Hub
  • NAV / 1-Day Return 23.95  /  −0.33 %
  • Total Assets 554.3M
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.260%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.04%
  • Turnover 64%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:08 AM GMT+0

Morningstar’s Analysis LCRIX

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

  • People Pillar

    The People Pillar is our evaluation of the LCRIX 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 LCRIX’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 Institutional 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
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Portfolio Holdings LCRIX

More LCRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US BANK MMDA - USBGFS 9

21.91 93M
Cash and Equivalents

United States Treasury Bills 0%

3.51 15M
Government

State Street SPDR Port ItmtTermCorpBdETF

3.25 14M
—

Alphabet Inc Class A

2.47 11M
Communication Services

United States Treasury Notes 3.88%

2.37 10M
Government

Microsoft Corp

2.36 10M
Technology

SPDR® Blmbg Intl Trs Bd ETF

2.12 9M
—

Jabil Inc

2.03 9M
Technology

Vanguard Mortgage-Backed Secs ETF

1.78 8M
—

Kinross Gold Corp

1.77 8M
Basic Materials

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