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LCORX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
551.28M

LCORX Leuthold Core Investment Retail Forecast, Technical & Fundamental Analysis

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), Applied Materials (NASDAQ:AMAT), Lam Research Corp (NASDAQ:LRCX).

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. It normally invests 30% to 70% of its net assets in common stocks and other equity securities; 30% to 70% of its net assets in bonds and other debt securities, except during prolonged periods of low interest rates; and up to 20% of its assets in money market instruments.

Market Cap

The average market capitalization across the Leuthold Core Investment Retail MF is 1.21T. The market cap for tickers in the group ranges from 122.02B to 3.03T. MSFT holds the highest valuation in this group at 3.03T. The lowest valued company is LRCX at 122.02B.

Volume

The average weekly volume growth across all stocks in the Leuthold Core Investment Retail MF was -9%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was -18%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 35
Price Growth Rating: 28
SMR Rating: 27
Profit Risk Rating: 17
Seasonality Score: -56 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, LCORX has been loosely correlated with PAALX. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if LCORX jumps, then PAALX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LCORX
1D Price
Change %
LCORX100%
+0.09%
PAALX - LCORX
60%
Loosely correlated
N/A
PAAIX - LCORX
60%
Loosely correlated
N/A
PASCX - LCORX
9%
Poorly correlated
N/A
PALPX - LCORX
8%
Poorly correlated
N/A
PASAX - LCORX
8%
Poorly correlated
N/A
More