Leuthold Core Investment Fund Class Institutional (LCRIX)
Leuthold Core Investment Fund Class Institutional operates in the Asset Management industry of the Financial Services sector, headquartered in Minneapolis, MN, US. The stock last traded at $24.50, up 0.33% on the session, giving a market capitalisation of $565.4M. On trailing twelve-month figures it carries a trailing P/E of 31.82, a net margin of 7.2%. Its beta of 0.89 implies it has historically moved less than the broad market.
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.
Leuthold Core Investment Fund Class Institutional is most often compared with the following Financial Services names: