Leuthold Core Investment Fund
LCORX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 150 S. Fifth Street, Suite 1700 Minneapolis MN United States of America 55402
- IPO Date
- Nov 17, 1995
- CIK
- 0001000351
- Website
- funds.leutholdgroup.com
- Similar Companies
- Business
- Leuthold Core Investment Fund (LCORX) is a mutual fund managed by Leuthold Group, LLC, that seeks total return through a mix of capital appreciation and current income by investing primarily in a diversified portfolio of equity and fixed-income securities. The fund employs a quantitative, valuation-driven investment approach, allocating assets across U.S. stocks, bonds, convertible securities, and cash equivalents; it features multiple sleeves including core equities selected via proprietary quantitative models emphasizing value and momentum factors, high-quality fixed-income holdings such as investment-grade corporates and Treasuries, and tactical adjustments based on macroeconomic indicators. Leuthold Core Investment Fund targets long-term investors seeking balanced risk-adjusted returns, operating within the U.S. mutual fund industry and serving retail and institutional clients through broker-dealers and financial advisors nationwide. Established in 2001 and headquartered in Minneapolis, Minnesota, as part of Leuthold Group—founded in 1981—the fund benefits from the firm's institutional-grade research capabilities without notable subsidiaries or parent entities beyond its management structure. In recent developments, the fund maintained its core strategy amid market volatility in 2024-2025, with portfolio managers enhancing its quantitative models to incorporate inflation and interest rate forecasts; no major acquisitions, funding rounds, or structural reorganizations occurred, though Leuthold Group expanded its research team in late 2024 to support adaptive positioning in response to Federal Reserve policy shifts. The fund continues to emphasize risk management through sector diversification and position sizing limits, reflecting ongoing refinements to its multi-asset framework.