LCRIX Mutual Fund
LCRIX Mutual Fund
Leuthold Core Investment Fund Inst Cl
LCRIX Mutual Fund Overview
LCRIX Mutual Fund (Leuthold Core Investment Fund Inst Cl) is managed by Leuthold Funds with $316.6M in net assets. LCRIX expense ratio is 1.24%, holding 224 positions across sectors including Financials, Other, Health Care. Inception date: 2006-01-31.
LCRIX performance shows a YTD return of 6.13%. The 1-year return is 14.19% and the 5-year return is 9.64%. LCRIX dividend yield stands at 7.56%, paid quarterly.
LCRIX top holdings include Hershey Company Sr Unsecured 02/32 4.95 (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., Class 'a'' (2.4%). View all LCRIX holdings, sector breakdown, or dividend history.
LCRIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.