Leuthold Core Investment Retail (LCORX)
* As of 31-Oct-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|SPDR® S&P 500 ETF||3.74||21.87|
|SPDR® Barclays International Trs Bd ETF||3.11||15.16|
|Vanguard Small-Cap ETF||2.12||47.20|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.16%|
Performance & Risk
|5y Avg Return:||7.58%|
|Rank in Category (ytd):||39|
|% Rank in Category (ytd):||4.48%|
|Morningstar Risk Rating:||4|
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