Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Leuthold Core Investment Institutional (LCRIX)

21.69
+0.05
+(0.23%)
As of 8:09:18 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.47%
5y Average Return 9.19%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (May 2, 2025) 19.27%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 19.27%
Worst 3Y Total Return 2.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LCRIX
Category
YTD
0.29%
9.69%
1-Month
1.04%
0.97%
3-Month
-3.74%
5.21%
1-Year
5.64%
27.45%
3-Year
6.59%
8.85%
5-Year
8.72%
8.56%
10-Year
5.98%
5.61%
Last Bull Market
10.83%
10.63%
Last Bear Market
-6.46%
-12.05%

Annual Total Return (%) History

Year
LCRIX
Category
2025
--
--
2024
7.78%
--
2023
11.85%
--
2022
-6.73%
--
2021
15.28%
--
2020
10.17%
9.83%
2019
11.70%
14.61%
2018
-6.08%
-7.70%

2017
15.88%
12.63%
2016
4.62%
5.99%
2015
-0.88%
-5.93%
2014
8.66%
2.41%
2013
19.27%
8.62%
2012
8.44%
9.45%
2011
-5.19%
-3.36%
2010
3.67%
10.53%
2009
27.65%
20.30%
2008
-27.43%
-23.59%
2007
19.20%
6.85%
2006
--
9.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.74% -- -- --
2024 6.96% -1.52% 5.25% -2.79%
2023 1.36% 4.48% -2.18% 7.98%
2022 -4.12% -6.46% -2.80% 6.99%
2021 6.14% 3.59% -0.56% 5.45%
2020 -10.96% 10.46% 5.06% 6.62%
2019 4.25% 2.26% 1.42% 3.32%
2018 0.98% -2.32% 1.59% -6.28%
2017 3.74% 3.54% 4.60% 3.14%
2016 1.65% -1.34% 2.44% 1.85%

2015 2.01% -0.43% -1.65% -0.78%
2014 3.90% 3.19% -2.67% 4.13%
2013 7.58% -1.75% 5.45% 7.01%
2012 8.13% -3.88% 4.37% -0.04%
2011 5.49% 0.92% -13.28% 2.70%
2010 1.84% -10.62% 7.83% 5.62%
2009 -5.27% 11.98% 16.21% 3.55%
2008 -2.14% 0.43% -13.43% -14.71%
2007 2.06% 7.54% 4.35% 4.07%
2006 0.57% -1.23% 8.72% --

Rank in Category (By Total Return)

YTD 31
1-Month 12
3-Month 44
1-Year 54
3-Year 19
5-Year 20

Load Adjusted Returns

1-Year 5.64%
3-Year 6.59%
5-Year 8.72%
10-Year 5.98%

Performance & Risk

YTD Return 1.47%
5y Average Return 9.19%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Leuthold
Net Assets 501.53M
YTD Return 0.29%
Yield 1.64%
Morningstar Rating
Inception Date Jan 31, 2006

Fund Summary

The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, REITs, commodities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It normally invests 30% to 70% of its net assets in common stocks and other equity securities; 30% to 70% of its net assets in bonds and other debt securities, except during prolonged periods of low interest rates; and up to 20% of its assets in money market instruments.

Related Tickers

INIIX VanEck International Investors Gold I
21.38
+2.99%
 
INIYX VanEck International Investors Gold Y
15.65
+2.96%
 
INIVX VanEck International Investors Gold A
15.07
+2.94%
 
FEGIX First Eagle Gold I
36.28
+2.57%
 
FEURX First Eagle Gold R6
36.39
+2.56%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
15.64
+2.49%
 
FGPMX Franklin Gold and Precious Metals R6
29.03
+2.07%
 
FGADX Franklin Gold and Precious Metals Adv
28.55
+2.07%
 
FRGOX Franklin Gold and Precious Metals C
22.36
+2.05%
 
FKRCX Franklin Gold and Precious Metals A
25.99
+2.04%
 
SIVIX State Street Instl Small-Cap Equity Inv
15.69
+2.02%
 
IFPUX Independent Franchise Partners US Equity
20.07
+1.52%
 
EICOX Eaton Vance Emerg & Frntr Countrs Eq I
15.33
+1.12%
 
EACOX Eaton Vance Emerging and Frontier Countries Equity Fund
15.19
+1.06%
 
FEDAX Fidelity Advisor Emerg Mkts Discv A
16.34
+0.86%
 
FEDTX Fidelity Advisor Emerg Mkts Discv M
16.35
+0.86%
 
FEDDX Fidelity Emerging Markets Discovery
16.47
+0.86%
 
FIQGX Fidelity Advisor Emerg Mkts Discv Z
16.48
+0.86%
 
FEDIX Fidelity Advisor Emerg Mkts Discv I
16.50
+0.86%
 
FEDGX Fidelity Advisor Emerg Mkts Discv C
15.88
+0.83%
 
MISMX Matthews EM Sm Coms Instl
23.78
+0.76%
 
MSMLX Matthews EM Sm Coms Inv
23.80
+0.76%
 
ALCKX AB Large Cap Growth K
90.69
+0.74%
 
FIQFX Fidelity Advisor China Region Z
40.52
+0.55%
 
FHKTX Fidelity Advisor China Region M
39.91
+0.53%
 
FCHKX Fidelity Advisor China Region C
38.32
+0.52%
 
FHKAX Fidelity Advisor China Region A
40.27
+0.52%
 
FHKIX Fidelity Advisor China Region I
40.54
+0.52%
 
FHKCX Fidelity China Region
40.86
+0.52%
 
PWGAX PACE International Equity A
18.59
+0.49%
 
TBWAX Thornburg Investment Trust - Thornburg Better World International Fund
19.70
+0.46%
 
TBWIX Thornburg Investment Trust - Thornburg Better World International Fund
20.30
+0.45%
 
PCIEX PACE International Equity P
18.38
+0.44%
 
FOPTX Fidelity Advisor Intl Sm Cap Opps M
20.70
+0.44%
 
FOPAX Fidelity Advisor Intl Sm Cap Opps A
21.08
+0.43%
 
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
21.45
+0.42%
 
FOPIX Fidelity Advisor Intl Sm Cap Opps I
21.51
+0.42%
 
FSCOX Fidelity International Small Cap Opp
21.55
+0.42%
 
ISCIX Federated Hermes Intl Small-Mid Co IS
45.90
+0.42%
 
FOPCX Fidelity Advisor Intl Sm Cap Opps C
19.59
+0.41%
 
ISCAX Federated Hermes Intl Small-Mid Co A
44.42
+0.41%
 
ISCCX Federated Hermes Intl Small-Mid Co C
29.96
+0.40%
 
BESIX William Blair Emerging Markets Small Cap Growth Fund
20.14
+0.40%
 
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.21
+0.40%
 
SEUPX NAA Mid Growth P
33.57
+0.39%
 
DCINX Dunham International Stock C
16.93
+0.36%
 
WAESX Wasatch Emerging Markets Select Investor
17.07
+0.35%
 
APDIX Artisan International Fund
31.40
+0.35%
 
ARTIX Artisan International Investor
31.57
+0.35%
 
APHIX Artisan International Fund
31.76
+0.35%
 
GMOIX GMO International Equity Fund
29.01
+0.35%
 
JORAX Janus Henderson Global Select A
18.22
+0.33%
 
DAINX Dunham International Stock A
18.52
+0.33%
 
TGVRX Thornburg International Equity R3
28.60
+0.32%
 
GMCFX GMO International Equity Fund
28.96
+0.31%
 
CPAEX Counterpoint Tactical Equity A
22.95
+0.31%
 
QLENX AQR Long-Short Equity N
17.33
+0.29%
 
THGCX Thornburg International Equity C
24.29
+0.29%
 
WIESX Wasatch Emerging Markets Select Instl
17.58
+0.29%
 
THVRX Thornburg International Equity R4
28.30
+0.28%
 
CPCEX Counterpoint Tactical Equity C
21.41
+0.28%
 
TGVAX Thornburg International Equity A
28.65
+0.28%
 
LCORX Leuthold Core Investment Retail
21.60
+0.28%
 
JANRX Janus Henderson Global Select Fund
18.06
+0.28%
 
JSLNX Janus Henderson Global Select N
18.08
+0.28%
 
JORNX Janus Henderson Global Select T
18.11
+0.28%
 
JORFX Janus Henderson Global Select I
18.13
+0.28%
 
FTISX Fidelity Advisor Intl Small Cap M
32.90
+0.27%
 
TGIRX Thornburg International Equity R6
29.77
+0.27%
 
TIVRX Thornburg International Equity R5
29.91
+0.27%
 
DNINX Dunham International Stock Fund
18.70
+0.27%
 
TGVIX Thornburg International Equity I
29.95
+0.27%
 
DMCFX Invesco Discovery Mid Cap Growth Fund
26.31
+0.27%
 
FISMX Fidelity International Small Cap
33.84
+0.27%
 
FIQIX Fidelity Advisor Intl Small Cap Z
34.03
+0.27%
 
FIXIX Fidelity Advisor Intl Small Cap I
34.08
+0.26%
 
FERCX Fidelity Advisor Emerging Asia C
42.28
+0.26%
 
THORX Thornburg Global Opportunities R3
39.05
+0.26%
 
CPIEX Counterpoint Tactical Equity I
23.47
+0.26%
 
THOVX Thornburg Global Opportunities R4
39.21
+0.26%
 
THOAX Thornburg Global Opportunities A
39.55
+0.25%
 
FEATX Fidelity Advisor Emerging Asia M
47.65
+0.25%
 
OEGIX Invesco Discovery Mid Cap Growth R6
31.80
+0.25%
 
THOIX Thornburg Global Opportunities I
39.75
+0.25%
 
THOFX Thornburg Global Opportunities R5
39.82
+0.25%
 
THOGX Thornburg Global Opportunities R6
39.93
+0.25%
 
FSEAX Fidelity Emerging Asia
52.05
+0.25%
 
FTZCX FullerThaler Behvrll Uncnstd Eq C
48.21
+0.25%
 
FERIX Fidelity Advisor Emerging Asia I
52.68
+0.25%
 
FIQPX Fidelity Advisor Emerging Asia Z
52.75
+0.25%
 
FTZAX FullerThaler Behvrll Uncnstd Eq A
48.94
+0.25%
 
FTZFX FullerThaler Behvrll Uncnstd Eq R6
49.37
+0.24%
 
FIASX Fidelity Advisor Intl Small Cap A
33.07
+0.24%
 
FEAAX Fidelity Advisor Emerging Asia A
50.09
+0.24%
 
GQGRX GQG Partners Emerging Markets Equity R6
16.70
+0.24%
 
RAIWX Manning & Napier Rainier Intl Discv W
25.35
+0.24%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
21.47
+0.23%
 
OEGYX Invesco Discovery Mid Cap Growth Y
30.90
+0.23%
 
QLEIX AQR Long-Short Equity I
17.82
+0.22%