Leuthold Core Investment Fund Class Institutional (LCRIX) Research
This fund, overseen by Leuthold Weeden Capital Management, employs a highly adaptable investment approach, allowing for dynamic allocation across a diverse range of assets. The managers use their discretion to invest in common stocks, other equity-linked securities, various types of bonds and fixed-income instruments, Real Estate Investment Trusts (REITs), commodities, and short-term money market tools. Typically, the fund commits between 30% and 70% of its net assets to equity investments. A similar proportion, 30% to 70%, is usually directed toward debt securities, though this range may be adjusted during extended periods of low interest rates. Furthermore, up to 20% of the fund's total assets may be held in money market instruments.
Market snapshot
- Symbol
- LCRIX
- Price
- $23.80
- Day change
- -0.38%
- Market cap
- $552.5M
- P/E ratio
- 14.83x
- 52-week range
- 20.21-24.21
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Boston Trust Asset Management Fund (BTBFX)
- Hartford Multi-Asset Income Fund Class C (HAFCX)
- Integrity Dividend Harvest Fund Class A (IDIVX)
- Hartford Multi-Asset Income Fund Class Y (IHAYX)
- Hartford Multi-Asset Income Fund Class A (ITTAX)
- Virtus NFJ Mid Cap Value Fund Class A (PQNAX)
- Virtus NFJ Mid Cap Value Fund Institutional Class (PRNIX)
- SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX)
Open Leuthold Core Investment Fund Class Institutional (LCRIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.