LCORX Mutual Fund
LCORX Mutual Fund
NAV$24.30
AUM$237M
TER1.34%
Holdings224
See how much of LCORX you already own
LCORX Mutual Fund
NAV$24.30
Leuthold Core Investment Fund Retail Class
AUM$237M
TER1.34%
Holdings224
See how much of LCORX you already own
LCORX Mutual Fund Overlap Analysis
LCORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LCORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 224 holdings, LCORX may share significant positions with broad-market funds.
LCORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LCORX tax-loss harvesting finds highly correlated but non-identical funds.