LCRIX

About LCRIX

Leuthold Core Investment Fund Institutional Class is a tactical allocation mutual fund designed to deliver long-term capital appreciation and income through a disciplined, flexible approach to asset allocation. The fund invests across a broad spectrum of asset classes, including common stocks, bonds and other debt securities, real estate investment trusts (REITs), commodities, and money market instruments. Its investment process emphasizes dynamic shifts among these categories, with the aim of optimizing risk-adjusted returns in various market environments. Typically, the fund allocates 30% to 70% of its assets to equities and a similar range to fixed income, adjusting these exposures based on the manager’s assessment of prevailing risks and opportunities. Managed by Leuthold Weeden Capital Management, the strategy is notable for its active rebalancing and emphasis on asset class selection as a primary driver of performance. The fund serves investors seeking diversified exposure that is responsive to changing market conditions and is commonly used as a core holding within a broader portfolio, given its balance between growth potential and risk management.