Leuthold Core Investments (S:0P00003FKX)
269.93
+7.77
(+2.96%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| ProShares Short S&P500 | 14.50% | 37.62 | 0.45% |
| Microsoft Corp. | 2.68% | 370.30 | -0.69% |
| SPDR Bloomberg International Treasury Bond ETF | 2.39% | 21.89 | 0.14% |
| Alphabet, Inc. | 2.33% | 303.02 | 1.01% |
| Meta Platforms, Inc. | 2.14% | 568.82 | -0.73% |
| Kinross Gold Corp. | 1.87% | 43.51 | -0.39% |
| The Goldman Sachs Group, Inc. | 1.57% | 862.64 | -0.39% |
| iShares 5-10 Yr Investment Grade Corporate Bd ETF | 1.55% | 53.11 | 0.04% |
| iShares 7-10 Year Treasury Bond ETF | 1.54% | 95.04 | 0.03% |
| Jabil, Inc. | 1.50% | 269.72 | 0.84% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |