Back to top
Leuthold Core Investment Fund: (MF: LCORX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$21.79 USD
+0.15 (0.69%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in November 1995 and is managed by Leuthold Weeden Capital Management, LLC. The fund seeks capital appreciation. The fund invests more than 20% of its assets in money market instruments like U.S. Treasury Bills, commercial paper or repurchase agreements. The fund distributes dividends quarterly and substantially all of their capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Leuthold Core Investment Retail | LCORX | NA | NA | 2.00 | 0.00 | 0.90 | 1.39 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Leuthold Core Investment Fund | LCORX | 21.79 | 11/20/1995 | 0.39 | 17.92 | 6.51 | 8.60 |
| Leuthold Core Investment Fund I | LCRIX | 22.44 | 2/1/2006 | 0.40 | 18.03 | 6.62 | 8.71 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Leuthold Core Investment Retail | LCORX | 10000 | 100 | 1000 | A |
Contact Information
| Family | Leuthold Funds |
| Address | 33 So 6th St, Ste 4600 Minneapolis, MN 55402 |
| Phone | 800 273-6886 |