LCRLeuthold Core ETF
Seeks capital appreciation and income (or total return).
Leuthold · Since 2020 (6 years)
Annual Cost
0.84%
#4035 out of 5,332 ETFs
Fund Size
$68M
#3079 out of 5,332 ETFs
Dividend Yield
1.40%
Track Record
6 years
#2078 out of 5,332 ETFs
Performance
1 Year
+14.5%
3 Years
+11.5%
5 Years
+6.4%
What's inside
Asset class
Strategy
active selection
Asset allocation
Stocks
51.7%
Bonds
25.3%
Cash
23.1%
Sector breakdown
Technology
23.4%
Healthcare
18.7%
Financial Services
18.1%
Consumer Cyclical
9.8%
Basic Materials
9.8%
Communication
7.3%
Industrials
6.6%
Energy
5.7%
Other
0.6%
Top holdings
iShares 1-3 Year Treasury Bond ETFSHY15.7%
State Street®TechSelSectSPDR®ETFXLK11.2%
State Street®FinSelSectSPDR®ETFXLF6.7%
Direxion Daily S&P 500® Bear 1X ETFSPDN5.2%
Invesco S&P 500® Equal Wt Cnsm Disc ETFRSPD4.0%
State Street® CommServSelSectSPDR®ETFXLC3.6%
State Street®HlthCrSelSectSPDR®ETFXLV3.4%
VanEck Gold Miners ETFGDX3.3%
iShares Biotechnology ETFIBB3.0%
SPDR® Blmbg Intl Trs Bd ETFBWX2.3%
Risk profile
Volatility (1Y)
7.4%
Moderate
Max drawdown
-17.4%
Worst peak-to-trough loss
Sharpe (3Y)
0.95
Decent risk-adjusted returns
Sortino (3Y)
1.38
Good downside protection
Bond profile
Duration
3.1 years
Avg maturity
9.7 years
Credit ratings
US Government
21.5%
AAA
7.1%
AA
77.0%
A
10.3%
BBB
5.6%
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Data updated on 2026-05-05