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LCORX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$23.38
Change
+$0.05 (+0.21%)
Net Assets
540.24M

LCORX Leuthold Core Investment Retail Forecast, Technical & Fundamental Analysis

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

Category: #Trading
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Lam Research Corp (NASDAQ:LRCX), Applied Materials (NASDAQ:AMAT).

Industry description

The investment seeks capital appreciation and income. The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, REITs, commodities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. under normal market conditions, the fund’s net assets will be invested approximately: 30% to 70% of its net assets in common stocks and other equity securities; 30% to 70% in common stocks and other equity securities; 10% to 70% in bonds and other debt securities; and 0% to 20% in cash or cash equivalent investments.

Market Cap

The average market capitalization across the Leuthold Core Investment Retail MF is 1.99T. The market cap for tickers in the group ranges from 131.66B to 3.79T. MSFT holds the highest valuation in this group at 3.79T. The lowest valued company is AMAT at 131.66B.

Volume

The average weekly volume growth across all stocks in the Leuthold Core Investment Retail MF was 14%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -39%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 38
P/E Growth Rating: 100
Price Growth Rating: 33
SMR Rating: 100
Profit Risk Rating: 29
Seasonality Score: -90 (-100 ... +100)
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A.I. Advisor
published General Information

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
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LCORX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LCORX has been closely correlated with ARAAX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if LCORX jumps, then ARAAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LCORX
1D Price
Change %
LCORX100%
N/A
ARAAX - LCORX
77%
Closely correlated
N/A
ACRIX - LCORX
77%
Closely correlated
N/A
ARANX - LCORX
77%
Closely correlated
N/A
CRAZX - LCORX
68%
Closely correlated
N/A
CARYX - LCORX
67%
Closely correlated
N/A
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