Leuthold Core Investment Fund Institutional Class
LCRIX
NASDAQ
| Weiss Ratings | LCRIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | LCRIX-NASDAQ | Click to Compare |
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| Provider | Leuthold | |||
| Manager/Tenure (Years) | Chun Wang (13), Greg M. Swenson (11), Scott D. Opsal (4) | |||
| Website | http://www.leutholdfunds.com | |||
| Fund Information | LCRIX-NASDAQ | Click to Compare |
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| Fund Name | Leuthold Core Investment Fund Institutional Class | |||
| Category | Tactical Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jan 31, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LCRIX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.02% | |||
| Dividend | LCRIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.30% | |||
| Asset Allocation | LCRIX-NASDAQ | Click to Compare |
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| Cash | 20.74% | |||
| Stock | 64.51% | |||
| U.S. Stock | 50.44% | |||
| Non-U.S. Stock | 14.07% | |||
| Bond | 14.74% | |||
| U.S. Bond | 7.20% | |||
| Non-U.S. Bond | 7.54% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LCRIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.52% | |||
| 30-Day Total Return | 0.32% | |||
| 60-Day Total Return | 3.85% | |||
| 90-Day Total Return | 2.89% | |||
| Year to Date Total Return | 8.83% | |||
| 1-Year Total Return | 9.62% | |||
| 2-Year Total Return | 21.08% | |||
| 3-Year Total Return | 44.02% | |||
| 5-Year Total Return | 44.77% | |||
| Price | LCRIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LCRIX-NASDAQ | Click to Compare |
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| Nav | $24.42 | |||
| 1-Month Low NAV | $24.32 | |||
| 1-Month High NAV | $24.71 | |||
| 52-Week Low NAV | $21.86 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $24.71 | |||
| 52-Week High Price (Date) | Sep 07, 2026 | |||
| Beta / Standard Deviation | LCRIX-NASDAQ | Click to Compare |
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| Beta | 0.59 | |||
| Standard Deviation | 9.38 | |||
| Balance Sheet | LCRIX-NASDAQ | Click to Compare |
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| Total Assets | 561.38M | |||
| Operating Ratios | LCRIX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.24% | |||
| Turnover Ratio | 64.00% | |||
| Performance | LCRIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.30% | |||
| Last Bear Market Total Return | -6.46% | |||