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Leuthold Core Investment Institutional (LCRIX)
21.69
+0.05
+(0.23%)
As of 8:09:18 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.27% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LCRIX | Category Average | LCRIX | Category Average | LCRIX | Category Average | |
| Alpha | 0.6 | -0.02 | 2.14 | -0.01 | 0.84 | -0.02 |
| BETA | 0.76 | 0.01 | 0.76 | 0.01 | 0.76 | 0.01 |
| Mean Annual Return | 0.58 | 0.01 | 0.74 | 0.01 | 0.52 | 0 |
| R-squared | 78.2 | 0.76 | 79.64 | 0.73 | 79.01 | 0.73 |
| Standard Deviation | 10.36 | 0.13 | 9.59 | 0.11 | 8.64 | 0.09 |
| Sharpe Ratio | 0.22 | 0.01 | 0.62 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | 2.46 | 0.08 | 7.66 | 0.08 | 5.2 | 0.06 |
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