Leuthold Core Investment Fund Retail Class (LCORX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.54% | 4.00% | -1.46% |
Year-to-Date | 3.36% | 5.61% | -2.25% |
1 Year | 7.54% | 0.00% | 7.54% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
16%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 16% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.16%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,448
Real cost (fees + lost compounding)
$1,794
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
96%
Return in excess of styles
(over past year)
-6.71%