- What does LCORX invest in?
- Operating with a flexible investment mandate, the Leuthold Core Investment Fund strategically diversifies its capital across a broad spectrum of asset classes. These include common stocks and other equity-linked instruments, bonds and various debt obligations, Real Estate Investment Trusts (REITs), commodities, and money market tools. The specific distribution percentages among these investments are established at the discretion of Leuthold Weeden Capital Management. Under normal circumstances, the fund typically commits between 30% and 70% of its net assets to equity holdings. A comparable portion, ranging from 30% to 70% of its net assets, is usually allocated to fixed-income securities; however, this allocation may be adjusted during extended periods of low interest rates. Additionally, the fund is permitted to invest up to 20% of its total assets in money market instruments.
- What is the expense ratio of LCORX?
- Leuthold Core Investment Fund (LCORX) charges an expense ratio of 1.34%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is LCORX?
- Leuthold Core Investment Fund (LCORX) is one share class of a fund that manages $554.3M across all of its share classes (LCRIX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is LCORX actively managed or an index fund?
- LCORX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (LCORX's is 1.34%) in exchange for the discretion to over- or under-weight positions.
- When was LCORX launched?
- Leuthold Core Investment Fund (LCORX) launched in November 1995 and is managed by the fund issuer.
- How has LCORX performed?
- LCORX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
