About LCORX
Leuthold Core Investment Fund Retail Class is a tactical allocation mutual fund designed to provide both capital appreciation and income through a flexible, multi-asset investment approach. Managed by Leuthold Weeden Capital Management, the fund actively adjusts its allocations among equities, fixed income, REITs, commodities, and money market instruments, typically maintaining between 30% and 70% of its assets in both stocks and bonds, depending on prevailing market conditions and the managers' assessment of risk and opportunity. Notable for its disciplined and unemotional investment process, the fund aims to respond effectively to a variety of market environments by strategically shifting its exposures.
Within its portfolio, holdings are diversified across sectors and asset classes, with recent concentrations in high-quality technology names such as Microsoft, Meta Platforms, and Apple, balanced by U.S. Treasury securities and select bond ETFs. Classified in the Morningstar Tactical Allocation category, the fund stands out for its ability to make material shifts in regional and sector allocations to pursue attractive risk/reward opportunities. Since its inception in 1995, the Leuthold Core Investment Fund Retail Class has established itself as a prominent choice for investors seeking a dynamic, risk-aware core investment solution within the broader mutual fund market.
Fund Family Leuthold
Category Tactical Allocation
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol LCORX
Share Class Retail Class
Index S&P 500 TR
LCORX had a total return of 9.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.19%.
