Back to top
more

Leuthold Core Investment Fund: (MF: LCORX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:00 PM ET

$23.79 USD

-0.07 (-0.29%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.12 51
3 months 3.86 36
6 months 9.50 45
1 Year 12.21 64
3 Year 11.13 55
5 Year 8.60 35
10 Year 7.99 51

* Annual for three years and beyond.

Zacks Premium Research for LCORX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

% Unrealized Gain 29.90
% Yield NA
% SEC Yield NA
Net Assets (Mil $) 1/31/2026 236.00
% Turnover 1/31/2026 64.00

Risk

3 Year 5 Year 10 Year
Beta 0.64 0.54 0.52
Alpha -3.41 -0.96 -1.06
R Squared 0.71 0.75 0.79
Std. Dev. 8.82 9.33 8.71
Sharpe 0.74 0.60 4.00

Sector / Country Weightings

As of 1/31/2026 % of Portfolio
Other 23.60
Finance 21.22
Technology 20.90
Services 6.97
Industrial Cyclical 6.19
Retail Trade 5.95
Non-Durable 5.15
Consumer Durables 5.10
Health 3.95
Utilities 0.97

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2025)		 % of Portfolio Value (Mil$)
TOTAL*MONEY MARKET 14.16 80.26
MICROSOFT CORP 2.88 16.34
TOTAL*US TREASURY BILLS 2.64 14.95
SPDR PORT INTER TERM CORP 2.47 13.99
META PLATFORMS INC 2.40 13.61
ORACLE CORP 2.10 11.89
TOTAL*FOREIGN BONDS 2.00 11.36
NETFLIX INC 1.92 10.86
ALPHABET INC CLASS A 1.82 10.30

Stock Holding % of Net Assets

As Of 9/30/2025
Total Issues 111
Avg. P/E 22.51
Avg. P/Book 3.62
Avg. EPS Growth 18.26
Avg. Market Value (Mil $) 361,330

Composition

% of Portfolio
Stocks 70.10
Foreign Stocks 10.33
Cash 16.80
Bonds 3.81
Foreign Bonds 2.00
Preferred 0.00
Convertible 0.00
Other 9.30
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 1.12
Large Value 12.48
Small Growth 8.65
Small Value 6.48
Foreign Stock 1.07
Emerging Market 7.23
Precious Metal 6.12
Intermediate Bond 24.66
Foreign Bond 10.16
High Yield Bond 0.00