- What does LCRIX invest in?
- This fund, overseen by Leuthold Weeden Capital Management, employs a highly adaptable investment approach, allowing for dynamic allocation across a diverse range of assets. The managers use their discretion to invest in common stocks, other equity-linked securities, various types of bonds and fixed-income instruments, Real Estate Investment Trusts (REITs), commodities, and short-term money market tools. Typically, the fund commits between 30% and 70% of its net assets to equity investments. A similar proportion, 30% to 70%, is usually directed toward debt securities, though this range may be adjusted during extended periods of low interest rates. Furthermore, up to 20% of the fund's total assets may be held in money market instruments.
- What is the expense ratio of LCRIX?
- Leuthold Core Investment Fund Class Institutional (LCRIX) charges an expense ratio of 1.24%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is LCRIX?
- Leuthold Core Investment Fund Class Institutional (LCRIX) manages $564.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is LCRIX actively managed or an index fund?
- LCRIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was LCRIX launched?
- Leuthold Core Investment Fund Class Institutional (LCRIX) launched in January 2006 and is managed by the fund issuer.
- How has LCRIX performed?
- LCRIX'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.
