Leuthold Core Investment Fund Class Institutional
LCRIX
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
- Jan 31, 2006
- CIK
- 0001000351
- Website
- funds.leutholdgroup.com
- Similar Companies
- Business
- Leuthold Core Investment Fund Class Institutional (LCRIX) is an actively managed tactical allocation mutual fund that seeks long-term capital appreciation and current income through dynamic asset allocation across multiple asset classes, including common stocks and American Depositary Receipts (ADRs), corporate and government bonds, real estate investment trusts (REITs), commodities, equity hedges, and cash equivalents. The fund employs a flexible, multi-asset strategy grounded in quantitative analysis of over 115 industry groups, sector rotation, the proprietary Major Trend Index for equity-fixed income weighting (typically 30%-70% in each), inflation outlooks, and momentum-relative yield models for fixed income, with a focus on risk-adjusted returns that exhibit lower volatility than the S&P 500. It is part of the Leuthold Funds family managed by Leuthold Weeden Capital Management, LLC, a registered investment adviser and subsidiary of The Leuthold Group, LLC, which was founded in 1981 and is headquartered at 100 North 6th Street, Suite 600A, Minneapolis, Minnesota 55403. The fund offers institutional shares under the ticker LCRIX with a minimum investment of $1,000,000 (reduced for IRAs), alongside retail shares (LCORX), and maintains an expense ratio of 1.13% net (1.34% gross, excluding dividends on short positions and acquired fund fees as per the January 2025 prospectus). Leuthold Funds provides complementary products including the Leuthold Global Fund (global tactical allocation), Leuthold Grizzly Short Fund (short-only equity), Leuthold Core ETF (LCR; ETF version of the Core strategy launched in 2020), and Leuthold Select Industries ETF (LST; converted from mutual fund in January 2025), enabling investors to construct diversified portfolios across tactical, long-only equity, short, and ETF structures. Operations are primarily U.S.-focused for the Core fund, with global exposure via affiliated strategies targeting institutional and high-net-worth clients through quantitative, unemotional processes refined since the firm's inception. In recent developments, Leuthold Funds announced capital gains distributions in November and December 2025, alongside quarterly income distributions declared as of December 9, 2025, reflecting ongoing portfolio management amid market volatility. The firm converted its Leuthold Select Industries Fund to the Leuthold Select ETF (LST) in January 2025, expanding ETF offerings following the successful 2020 launch of the Leuthold Core ETF (LCR) as a lower-cost, tax-efficient vehicle mirroring the Core Investment strategy. Leuthold Group continues to refine its quantitative models, as evidenced by Q3 2025 market commentary from CIO Doug Ramsey and media engagements highlighting sector distortions and inflation patterns, with no major acquisitions, funding rounds, or reorganizations reported in the past 1-2 years.