Morningstar

Leuthold Core Investment Fund Institutional Class LCRIX

Morningstar Medalist Rating
Medalist Rating as of | See Leuthold Investment Hub
  • NAV / 1-Day Return 24.27  /  +0.37 %
  • Total Assets 552.0M
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.260%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.00%
  • Turnover 64%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 1:06 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
Rated on Published on

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Portfolio Holdings LCRIX

More LCRIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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