LCRLeuthold Core ETF
Seeks capital appreciation and income (or total return).
By Leuthold · Launched 2020
Annual Cost
0.84%
#4,420 of 5,861 · expensive
Fund Size
$69M
#3,334 of 5,861 · mid-size
Return (1Y)Goal
+10.7%
Track Record
6 years
#1,997 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,037+10.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 72.2% of fund✓ diversified 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
Stocks
57.5%
Bonds
32.9%
Cash
9.8%
By sector
Technology
30.1%
Healthcare
19.6%
Financial Services
13.2%
Consumer Cyclical
9.1%
Energy
8.1%
Basic Materials
7.4%
Industrials
6.7%
Communication
5.3%
Other
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.9%Low
Year-on-year price swings
Max drawdown
-16.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.71Decent risk-adjusted returns
Sortino (3Y)
1.02Good 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
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Data updated on 2026-08-04