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LCORX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Leuthold Core Investment Retail (LCORX) Ownership - Who owns Leuthold Core Investment Retail?

The investment seeks capital appreciation and income... Show more

Category: #Trading

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Alternative Funds

Fundamentals

LCORX

Net Assets

529M

Fund Existence

over 29 years

Turnover

39.54

Total Expense Ratio

1.43

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Tactical Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.43

Assets in Top Ten Holdings

185M

Average Credit Quality

Average Effective Duration

5.08

Average Effective Maturity

6.20

Fund of Funds

Fund Share Class Net Assets

234M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

5.11

No Load Fund

Yes

Number of Long Holdings

126.00

Number of Net Holdings

237.00

Number of Short Holdings

111.00

Prospectus Acquired Expense Ratio

0.04

Weighting Top Ten Holdings

29.07%

Gain YTD

5.806

Annual Yield % from dividends

1.36

Returns for 1 year

2.77

Returns for 3 years

11.97

Returns for 5 years

25.55

Returns for 10 years

28.14

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Category Trading

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