LCORX Mutual Fund (Leuthold Core Investment Fund Retail Class) is managed by Leuthold Funds with $232.2M in net assets. LCORX expense ratio is 1.34%, holding 224 positions across sectors including Financials, Other, Health Care. Inception date: 1995-11-20.

LCORX performance shows a YTD return of 6.06%. The 1-year return is 14.02% and the 5-year return is 10.85%. LCORX dividend yield stands at 7.48%, paid quarterly.

LCORX top holdings include Venator Materials Llc 2023 Term Loan (12.7%), Microsoft Corp 4.100 Feb 06 37 (2.7%), Treasury Bill Jan 29, 2026 (2.7%), Spdr Portfolio Intermediate Term Corporate Bond ETF (2.5%), Alphabet Inc Common Stock USD 0.001 (2.4%). View all LCORX holdings, sector breakdown, or dividend history.

LCORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCORX alternatives are available via the screener, along with tax-loss harvesting opportunities.