LCORX Mutual Fund

LCORX Mutual Fund (Leuthold Core Investment Fund Retail Class) is managed by Leuthold Funds with $222.7M in net assets. LCORX expense ratio is 1.34%, holding 223 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1995-11-20.

LCORX performance shows a YTD return of 7.18%. The 1-year return is 9.68% and the 5-year return is 10.53%. LCORX dividend yield stands at 0.98%, paid quarterly.

LCORX top holdings include Us Bank Mmda - Usbgfs 9 (14.7%), BROWARD CNTY FLA SCH BRD CTFS 5% Jul 01, 2028 (2.7%), Alphabet Inc (2.4%), Spdr Portfolio Intermediate Term Corporate Bond ETF (2.0%), Flex Ltd. Ordinary Shares (1.9%). 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.