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    Leuthold Core Investment Retail (LCORX)

    18.31 Down 0.10(0.54%) Aug 31
    Prev Close:18.41
    YTD Return*:2.18%
    Net Assets*:867.24M
    Yield*:0.19%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPDR® Barclays International Trs Bd ETF4.11N/A
    iShares MBS3.01N/A
    ANTM1.36N/A
    France(Govt Of) 0.5%1.31N/A
    AET1.23N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:867.24M
    Category:Tactical Allocation
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:2.18%
    5y Avg Return:8.21%
    Rank in Category (ytd):18
    % Rank in Category (ytd):5.49%
    Beta (3y):1.10
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital appreciation and income. The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It invests normally 30% to 70% of its assets in common stocks and other equity securities; 30% to 70% in bonds and other debt securities (other than money market instruments), except during prolonged periods of low interest rates; up to 20% of its assets in money market instruments. View More
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