Leuthold Core Exchange Traded Fund
LCR
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- Leuthold Core ETF (LCR) is an actively managed exchange-traded fund of funds that seeks capital appreciation and current income through tactical asset allocation across diversified asset classes. The fund dynamically allocates 30% to 70% of its assets to equities, including sector and industry-specific exchange-traded funds such as Technology Select Sector SPDR Fund (XLK), Financial Select Sector SPDR Fund (XLF), and Communication Services Select Sector SPDR Fund (XLC); fixed income via U.S. Treasury ETFs like iShares 1-3 Year Treasury Bond ETF (SHY) and international bonds such as SPDR Bloomberg International Treasury Bond ETF (BWX); and alternatives including commodities through VanEck Gold Miners ETF (GDX), inverse equity exposure via Direxion Daily S&P 500 Bear 1X Shares (SPDN), and currency hedges like Invesco CurrencyShares Euro Trust (FXE), with approximately 30 holdings in total. It employs a quantitative, rules-based approach using Leuthold Group's Major Trend Index for monthly equity-fixed income weightings, sector rotation models for equities, and momentum plus relative yield analysis for fixed income, targeting steady growth by adapting to business cycle shifts while benchmarking against the S&P 500. LCR trades on the NYSE Arca with a total annual fund operating expense ratio of 0.84% after reimbursements, net assets of approximately $69 million, and a Morningstar rating among tactical allocation funds. Managed by Leuthold Weeden Capital Management, LLC, a subsidiary of The Leuthold Group, LLC, which was founded in 1981 and is headquartered in Minneapolis, Minnesota, the fund operates primarily in U.S. markets with global exposure through international securities and maintains a domestically focused research-driven philosophy incorporating technical, quantitative, and sector analysis. It serves as a core portfolio holding for investors seeking total return with lower volatility than pure equity strategies, evidenced by a 60-month beta of 0.54 and risk-adjusted performance metrics. In recent developments, Leuthold Group expanded its ETF lineup in January 2025 by converting its long-standing Select Industries mutual fund—operating for over two decades—into the Leuthold Select Industries ETF (LST), marking the firm's second ETF alongside LCR and enhancing access to its industry-group rotation strategy with improved tax efficiency and lower costs. The firm also declared ETF capital gains distributions in November 2025 payable on November 21, and income distributions in December 2025, reflecting ongoing portfolio management amid market conditions. No major acquisitions, funding rounds, or reorganizations specific to LCR were reported in the last 1-2 years, though Leuthold continues to refine its tactical models, including potential equity hedges and managed futures for commodities exposure.