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Leuthold Core Investment Retail (LCORX) Fund Ranking and Research

Ranking, Research and Recommendation of Leuthold Core Investment Retail (LCORX) Fund

    Last Trade: $18.88 on 3/22/2017, Change: +0.05 (0.27%)

 

Graph of Leuthold Core Investment Retail Fund (LCORX) ManagerFund Manager - Douglas Ramsey

Fund Manager Information

Fund Manager Tenure: 6.1 years
Fund Family: Leuthold
Fund Category: Tactical Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)

 

Graph of Leuthold Core Investment Retail Fund (LCORX) ProfileLeuthold Core Investment Retail Fund (LCORX) Profile

Fund Profile and Description

Leuthold Core Investment Retail Fund seeks capital appreciation and income. Leuthold Core Investment Retail Fund normally invests 30% to 70% of assets in common stocks and other equity securities, 30% to 70% in bonds and other debt securities, and up to 20% in money market instruments.

 

Leuthold Core Investment Retail (LCORX) Fund Strength What we like about Leuthold Core Investment Retail (LCORX) Fund

Data for Leuthold Core Investment Retail Fund (LCORX) as of May 30, 2016

  • Leuthold Core Investment Retail Fund (LCORX) management has been with Leuthold Core Investment Retail Fund for 6.1 years
  • Leuthold Core Investment Retail Fund (LCORX) has good short-term performance (1-year return -1.49% vs -5.46% Tactical Allocation category median performance)
  • Leuthold Core Investment Retail Fund (LCORX) has good mid-term performance (3-year return 6.38% vs 1.64% Tactical Allocation category median performance)
  • Leuthold Core Investment Retail Fund (LCORX) has good Long-term performance (5-year return 4.47% vs 2.66% Tactical Allocation category median performance)
  • Leuthold Core Investment Retail Fund (LCORX) ratio of up-years vs down years is greater than 2
  • Leuthold Core Investment Retail Fund (LCORX) has a Morningstar rating of 4 and above
  • Leuthold Core Investment Retail Fund (LCORX) has an annual stock turnover rate of 78.96% vs Tactical Allocation average of 269.38%. It is good that Leuthold Core Investment Retail management does not trade extensively for its return.
  • Leuthold Core Investment Retail Fund (LCORX) is less volatile than its peers as it has a 3-year Standard Deviation of 7, lower than category average of 8.01
  • Leuthold Core Investment Retail Fund (LCORX) has a lower expense ratio than its Tactical Allocation average: 1.16% vs 1.34%
  • Leuthold Core Investment Retail Fund (LCORX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Leuthold Core Investment Retail Fund (LCORX) Weakness What we are cautious about Leuthold Core Investment Retail (LCORX) Fund

Data for Leuthold Core Investment Retail Fund (LCORX) as of May 30, 2016

See Leuthold Core Investment Retail Fund (LCORX) performance details as of May 30, 2016

 

What do you think?

 

Compare Leuthold Core Investment Retail Fund (LCORX)Compare with other top Tactical Allocation category mutual funds

Aadditional top Tactical Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Leuthold Core Investment Retail1.76-1.496.384.47
Invesco Balanced-Risk Allc R5 (ABRIX)6.45-0.932.755.49Compare
Meeder Muirfield (FLMFX)0.00-7.357.256.46Compare
Goldman Sachs Balanced Strategy Instl (GIPIX)2.01-0.992.953.33Compare

See top fund managers for Tactical Allocation Category Funds

 

Compare Leuthold Core Investment Retail Fund (LCORX)Compare with Tactical Allocation category ETFs

Some Tactical Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Morg Crk Glbl Tacticl ETF (GTAA)2.22%-9.44%-0.95%
AdvisorShares Meidell Tacticl Advtge ETF (MATH)-3.10%-13.34%-1.66%
IQ Real Return ETF (CPI)0.53%-0.21%0.67%

 

Graph of Leuthold Core Investment Retail Fund (LCORX) Net Asset TrackingLeuthold Core Investment Retail (LCORX) Fund Net Asset

Track net asset change of Leuthold Core Investment Retail fund (LCORX)

DateNet Asset
05/2016$944.15M
03/2016$948.95M
02/2016$903.72M
More historic net asset information on Leuthold Core Investment Retail Fund (LCORX)

  

Graph of Leuthold Core Investment Retail Fund (LCORX) Portfolio TrackingLeuthold Core Investment Retail (LCORX) Fund Portfolio Allocation

Track portfolio allocation change of Leuthold Core Investment Retail fund (LCORX)

DateCashStockBondOther
03/201637.87%47.93%12.53%1.08%
12/201538.56%48.82%10.86%1.17%
09/201540.39%45.39%11.73%1.45%
Click here to see more historic asset allocation information on Leuthold Core Investment Retail Fund (LCORX)

 

graph of Leuthold Core Investment Retail Fund (LCORX) Top 10 Position TrackingTop 10 Holdings in Leuthold Core Investment Retail (LCORX) Fund

Discover what Leuthold Core Investment Retail Fund (LCORX) manager is buying

Mar 30, 2016
SPDR® Barclays International Trs Bd ETF [3.25%]
US Treasury Note 0.625% [2.21%]
US Treasury Note 2.125% [1.88%]
iShares MBS [1.66%]
CVS Health Corporation Common S [1.01%]
Target Corporation Common Stock [0.97%]
Walgreens Boots Alliance, Inc. [0.96%]
Omnicom Group Inc. Common Stock [0.95%]
Dollar General Corporation Comm [0.93%]
Everest Re Group, Ltd. Common S [0.91%]

Dec 30, 2015
SPDR® Barclays International Trs Bd ETF [3.23%]
SPDR® S&P 500 ETF [2.87%]
US Treasury Note 2.125% [2.28%]
iShares MBS [2.07%]
CurrencyShares® Japanese Yen ETF [1.1%]
Valero Energy Corporation Commo [1.04%]
Walgreens Boots Alliance, Inc. [1.01%]
CVS Health Corporation Common S [1%]
Omnicom Group Inc. Common Stock [0.9%]
Cardinal Health, Inc. Common St [0.9%]

Sep 29, 2015
iShares MBS [3.09%]
SPDR® Barclays International Trs Bd ETF [2.94%]
SPDR® S&P 500 ETF [2.89%]
US Treasury Note 2.125% [2.79%]
France(Govt Of) 0.5% [1.37%]
CurrencyShares® Japanese Yen ETF [1.16%]
Anthem, Inc. Common Stock [1.05%]
UnitedHealth Group Incorporated [1.02%]
CVS Health Corporation Common S [0.97%]
Walgreens Boots Alliance, Inc. [0.97%]
Click here for Stock Holding Change Map in Leuthold Core Investment Retail Fund (LCORX)

  

Latest News on Leuthold Core Investment Retail (LCORX) Fund

See what is happening with Leuthold Core Investment Retail Fund (LCORX)

 

Leuthold Core Investment Retail Fund (LCORX) Related ResourcesSee more information on Leuthold Core Investment Retail (LCORX) Fund

Popular pages on Leuthold Core Investment Retail (LCORX) Fund

  

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