LCORX Mutual Fund

LCORX Mutual Fund (Leuthold Core Investment Fund Retail Class) is managed by Leuthold Funds with $236.8M in net assets. LCORX expense ratio is 1.34%, holding 224 positions across sectors including Financials, Health Care, Information Technology. Inception date: 1995-11-20.

LCORX performance shows a YTD return of 5.44%. The 1-year return is 13.76% and the 5-year return is 7.01%. LCORX dividend yield stands at 7.53%, paid quarterly.

LCORX top holdings include Venator Materials Llc 2023 Term Loan (12.7%), Microsoft Corp (2.7%), Treasury Bill Jan 29, 2026 (2.7%), Spdr Portfolio Intermediate Term Corporate Bond ETF (2.5%), Alphabet Inc Common Stock USD 0.001 (2.4%). Go to all LCORX holdings, LCORX sectors, or LCORX dividends.

LCORX can be compared against other funds. Use LCORX overlap to find shared positions, or LCORX vs another fund for a side-by-side view. LCORX alternatives are available via the screener, along with tax-loss harvesting opportunities.