Leuthold Core ETF (LCR)
32.58
-0.09
(-0.27%)
USD |
NYSEARCA |
Apr 18, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.86% | -0.03% | 83.10M | 10680.47 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.58% | 50.36% | 12.05M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks capital appreciation and income (or "total return"). The fund is an actively-managed "exchanged-traded fund of funds" and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds ("ETFs") and index-based ETFs (collectively, "underlying funds"), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or investments such as commodities indexes and managed futures. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | Medium Quality/Limited Sensitivity |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Tactical Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Leuthold |
Prospectus Benchmark Index | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Chun Wang | 4.25 yrs |
Douglas Ramsey | 4.25 yrs |
Scott Opsal | 4.25 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
Investment Strategy | |
The investment seeks capital appreciation and income (or "total return"). The fund is an actively-managed "exchanged-traded fund of funds" and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds ("ETFs") and index-based ETFs (collectively, "underlying funds"), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or investments such as commodities indexes and managed futures. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | Medium Quality/Limited Sensitivity |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Tactical Allocation |
Category Index | Morningstar Mod Agg Tgt Risk TR USD |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | Leuthold |
Prospectus Benchmark Index | |
S&P 500 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Chun Wang | 4.25 yrs |
Douglas Ramsey | 4.25 yrs |
Scott Opsal | 4.25 yrs |