Leuthold E Investment Fund Quote

LCORX Fund  USD 21.97  0.04  0.18%   

Performance

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Odds Of Distress

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Leuthold Core is trading at 21.97 as of the 19th of May 2025; that is 0.18 percent up since the beginning of the trading day. The fund's open price was 21.93. Leuthold Core has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of February 2025 and ending today, the 19th of May 2025. Click here to learn more.
The fund is a flexible fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, REITs, commodities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. More on Leuthold E Investment

Moving together with Leuthold Mutual Fund

  0.77GLBIX Leuthold GlobalPairCorr
  0.78GLBLX Leuthold GlobalPairCorr
  1.0LCRIX Leuthold E InvestmentPairCorr
  0.67PAALX All Asset FundPairCorr

Moving against Leuthold Mutual Fund

  0.95USPSX Profunds UltrashortPairCorr
  0.88GRZZX Grizzly ShortPairCorr

Leuthold Mutual Fund Highlights

Fund ConcentrationLeuthold Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Leuthold (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Leuthold E Investment [LCORX] is traded in USA and was established 19th of May 2025. Leuthold Core is listed under Leuthold category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Leuthold family. This fund now has accumulated 512.99 M in assets with no minimum investment requirementsLeuthold E Investment is currently producing year-to-date (YTD) return of 2.18% with the current yeild of 0.01%, while the total return for the last 3 years was 7.34%.
Check Leuthold Core Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Leuthold Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Leuthold Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Leuthold E Investment Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Leuthold E Investment Mutual Fund Constituents

EAElectronic ArtsStockCommunication Services
XLFFinancial Select SectorEtfFinancial
MAMastercardStockFinancials
TERTeradyneStockInformation Technology
COSTCostco Wholesale CorpStockConsumer Staples
IGOViShares International TreasuryEtfGlobal Bond
VTIPVanguard Short Term Inflation ProtectedEtfShort-Term Inflation-Protected Bond
TGTTargetStockConsumer Staples
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Leuthold E Investment Risk Profiles

Leuthold Core Against Markets

Other Information on Investing in Leuthold Mutual Fund

Leuthold Core financial ratios help investors to determine whether Leuthold Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Leuthold with respect to the benefits of owning Leuthold Core security.
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