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Leuthold Core Investment Fund


Overview

  • We believe the most important decision is proper asset class selection and a highly disciplined, unemotional method of evaluating risk/reward potential across investment choices.
  • We adjust the exposure to each asset class to reflect our view of the potential opportunity and risk offered within that category.
  • Flexibility is central to the creation of an asset allocation portfolio that is effective in a variety of market conditions. We possess the flexibility and discipline to invest where there is value and to sell when there is undue risk.
Leuthold Core Investment Fund

Download the quarterly report to get the latest update in printable form on the Leuthold Core Investment Fund including performance, statistics, and commentary.

Quarterly Report


Performance

Performance as of 06/30/2018 LCORX LCRIX S&P 500 Lipper Flexible
Q2 -2.35% -2.32% 3.43% 0.66%
YTD -1.46 -1.36 2.65 0.16
1 Year 6.26 6.42 14.37 6.86
3 Year 5.15 5.28 11.93 6.14
5 Year 7.65 7.77 13.42 6.99
10 Year 4.32 4.43 10.17 5.73
15 Year 7.83 9.30 6.81
20 Year 7.74 - 6.46 5.05
Since Inception (LCORX-11/20/1995) 8.37 - 8.98 6.45
Since Inception (LCRIX-1/31/2006) - 5.61 8.53 5.71

Performance data quoted represents past performance. Past performance is no guarantee of future results. Investment returns and principal will fluctuate so that investors’ shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than performance data quoted. For performance data current to the most recent month-end, please call Leuthold Funds’ Shareholder Services, toll-free: 1-800-273-6886.

  • Lipper Flexible Fund Index, as defined by Lipper Inc., is composed of funds that allocate investments across various asset classes, with a focus on total return.

  • S&P 500 is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy. Lipper Flexible Fund is composed of funds that allocate investments across various asset classes, with a focus on total return. These are indexes only and cannot be invested in directly. Performance return figures are historical and reflect the change in share price, reinvested distributions, change in net asset value, and capital gains distributions, if any.

  • The Lipper Flexible Fund Index and S&P 500 are indexes only and cannot be invested in directly. Fund performance return figures are historical and reflect the change in share price, reinvested distributions, change in net asset value, and capital gains distributions, if any.

Expense Ratio Disclosure: Per the Prospectus dated 1/31/18, excluding dividends on short positions and acquired fund fees, annual net operating expenses for LCORX/LCRIX were 1.19% / 1.08%. Gross operating expenses including dividends on short positions and acquired fund fees were 1.27% / 1.16%. There were no fee waivers or expense reimbursements. Please refer to the Prospectus for a more detailed explanation of the expense ratios.

Please refer to the Prospectus for a more detailed explanation of the expense ratios.


Fund Information

Symbols (Retail/Institutional): LCORX /LCRIX
Individual Retirement Account (IRA): $1,000/$1MM
Regular (non-IRA) Account: $10,000/$1MM
CUSIP: 527289102 /527289409

*Risks of Investing
As disclosed in the prospectus, the risks of investing in the Fund include, but are not limited to, interest rate risk, market risk, short sale risk, high portfolio turnover risk, currency risk, foreign securities risk, emerging markets risk, foreign securities risk, asset allocation risk, and quantitative investment approach risk. Investing in foreign securities presents risks that may be greater than U.S. securities. These risks include, but are not limited to, currency rate fluctuations, regulatory differences, accounting standards, higher trading costs, and political risks. Please read the prospectus carefully before you invest (1-800-273-6886).


Managers

Doug Ramsey, CFA, CMT / Chief Investment Officer
Chief Investment Officer
Chun Wang, CFA, PRM / Co-Portfolio Manager
Co-Portfolio Manager
Greg Swenson, CFA / Co-Portfolio Manager
Co-Portfolio Manager
Jun Zhu, CFA / Co-Portfolio Manager
Co-Portfolio Manager

Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The Prospectus contains this and other information about the Fund. For current Prospectus, call toll-free 800-273-6886, or go to our documents page. Please read the Prospectus carefully before you invest.

Not FDIC Insured ~ No Bank Guarantee ~ May Lose Value Distributor: Rafferty Capital Markets, LLC, Garden City, NY 11530