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LCRIX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Leuthold Core Investment Inst (LCRIX) Ownership - Who owns Leuthold Core Investment Inst?

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

Category: #Trading

Profile

Category
Tactical Allocation
Address
Leuthold Funds Inc33 South Sixth Street, Suite 4600Minneapolis
Phone
N/A
Web
www.leutholdfunds.com

Details

Group
Alternative Funds
Category
Trading
Total Expense Ratio
1.34
Min. Initial Investment
100000.00
Fund Existence
about 19 years
Turnover
68.00
Front Load
N/A
Net Assets
505626240.00
Manager Tenure
N/A

Fundamentals

LCRIX
Net Assets
506M
Fund Existence
about 19 years
Turnover
68.00
Total Expense Ratio
1.34
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Tactical Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.34
Assets in Top Ten Holdings
185M
Average Credit Quality
8
Average Effective Duration
4.87
Average Effective Maturity
6.07
Fund of Funds
No
Fund Share Class Net Assets
283M
Fund Type
OpenEnd
Index Fund
No
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
-0.546
Annual Yield % from dividends
1.66
Returns for 1 year
-3.79
Returns for 3 years
-0.66
Returns for 5 years
31.86
Returns for 10 years
22.60
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General Information

Category Trading

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Leuthold Funds Inc33 South Sixth Street, Suite 4600Minneapolis
Phone
N/A
Web
www.leutholdfunds.com