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Leuthold Core Investment Retail (LCORX)

18.37 Up 0.03(0.16%) Nov 26
Prev Close:18.34
YTD Return*:5.99%
Net Assets*:846.48M
Yield*:2.09%

* As of 31-Oct-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
SPDR® S&P 500 ETF3.7421.87
iShares MBS3.6388.27
SPDR® Barclays International Trs Bd ETF3.1115.16
Vanguard Small-Cap ETF2.1247.20
CVS1.87N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:846.48M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:5.99%
5y Avg Return:7.58%
Rank in Category (ytd):39
% Rank in Category (ytd):4.48%
Beta (3y):1.18
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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