Leuthold Core Investment Fund: (MF: LCORX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$23.32 USD
+0.08 (0.34%)
Fund Description
The fund was incepted in November 1995 and is managed by Leuthold Weeden Capital Management, LLC. The fund seeks capital appreciation. The fund invests more than 20% of its assets in money market instruments like U.S. Treasury Bills, commercial paper or repurchase agreements. The fund distributes dividends quarterly and substantially all of their capital gains annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Leuthold Core Investment Retail | LCORX | NA | NA | 2.00 | 0.00 | 0.90 | 1.43 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Leuthold Core Investment Fund | LCORX | 23.32 | 11/20/1995 | 1.26 | 19.62 | 6.74 | 8.61 |
Leuthold Core Investment Fund I | LCRIX | 23.36 | 2/1/2006 | 1.29 | 19.71 | 6.84 | 8.70 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Leuthold Core Investment Retail | LCORX | 10000 | 100 | 1000 | A |
Contact Information
Family | Leuthold Funds |
Address | 33 So 6th St, Ste 4600 Minneapolis, MN 55402 |
Phone | 800 273-6886 |