LCORX

Mutual Fund ticker: NASDAQ

PRICE

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

479M

Fund Existence

over 29 years

Turnover

68.00

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

4.87

Average Effective Maturity

6.07

Fund of Funds

Fund Share Class Net Assets

211M

Fund Type

OpenEnd

Index Fund

Management Fee

0.90

Modified Duration

4.94

No Load Fund

Yes

Number of Long Holdings

124.00

Number of Net Holdings

228.00

Number of Short Holdings

104.00

Prospectus Acquired Expense Ratio

0.04

Weighting Top Ten Holdings

38.09%

Gain YTD

-5.260

Annual Yield % from dividends

1.42

Returns for 1 year

-8.51

Returns for 3 years

-5.06

Returns for 5 years

17.31

Returns for 10 years

14.80

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General Information

Category Trading

Profile

Fundamentals

Details