LCRLeuthold Core ETF
Seeks capital appreciation and income (or total return).
By Leuthold · Launched 2020
Annual Cost
0.84%
#4,582 of 6,040 · expensive
Fund Size
$69M
#3,422 of 6,040 · mid-size
Return (1Y)
+8.8%
Track Record
6 years
#2,019 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,797+8.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 72.2% of funddiversified through underlying funds
US BANK MMDA - USBGFS 9
16.1%
iShares 1-3 Year Treasury Bond
15.7%
State Street Technology Select
11.2%
State Street Financial Select
6.7%
Direxion Daily S&P 500 Bear 1X
5.2%
Invesco S&P 500 Equal Weight C
4.0%
State Street Communication Ser
3.6%
State Street Health Care Selec
3.4%
VanEck Gold Miners ETF/USA
3.3%
iShares Biotechnology ETF
3.0%
Asset allocation
Cash
87.7%
Stocks
59.1%
Bonds
31.7%
By sector
Technology
31.6%
Healthcare
19.9%
Financial Services
15.2%
Energy
10.3%
Consumer Cyclical
5.9%
Basic Materials
5.8%
Industrials
5.5%
Communication
5.2%
Other
0.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.0%Low
Year-on-year price swings
Max drawdown
-16.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.24Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation and income (or total return).
- Strategy
- Actively manages a fund of funds investing primarily in unaffiliated and affiliated ETFs across asset classes, including equity securities and debt obligations. Allocates assets to sectors and geographic regions, including emerging markets, to achieve capital appreciation and income.
- Inception date
- January 3, 2020
- Fund family
- Leuthold
Similar funds
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Data updated on 2026-09-18