Leuthold Core Investment Fund (LCORX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LCORX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LCORX
LCORX charges 1.16% annually. There are 25 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | LCORX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | LCORX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | LCORX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | LCORX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | LCORX vs GPIFX |
Best Risk-Adjusted Alternatives to LCORX
LCORX has a PortfoliosLab risk / return rank of 49. There are 51 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | LCORX vs ASTIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | LCORX vs CRDBX | |
| Teberg Fund | 92 | — | Mar 2002 | LCORX vs TEBRX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | LCORX vs GTAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | LCORX vs MOJOX |
Top Performing LCORX Alternatives (YTD)
LCORX is at 6.44% YTD. There are 51 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 52.24% | — | Sep 2019 | LCORX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 43.41% | — | Dec 2016 | LCORX vs MOJOX | |
| Teberg Fund | 32.96% | — | Mar 2002 | LCORX vs TEBRX | |
| Quantified STF Fund | 25.73% | — | Nov 2015 | LCORX vs QSTFX | |
| Quantified Market Leaders Fund | 21.38% | — | Aug 2013 | LCORX vs QMLFX |
Lowest Volatility Alternatives to LCORX
LCORX has 8.82% 1-year volatility. There are 28 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | LCORX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.68% | — | Apr 2012 | LCORX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | LCORX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | LCORX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | LCORX vs HFSAX |
Lowest Drawdown Alternatives to LCORX
LCORX has a 1-year max drawdown of -6.55%. There are 35 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | LCORX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | LCORX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | LCORX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | LCORX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | LCORX vs HSTRX |
Other Mutual Funds from Leuthold
The 2 most viewed Leuthold mutual funds shown here include GRZZX, GLBIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Grizzly Short Fund | Inverse Equities | 1 | -5.08% | — | Jun 2000 | LCORX vs GRZZX | |
| Leuthold Global Fund | Global Allocation | 91 | 15.78% | — | Apr 2008 | LCORX vs GLBIX |
Often Compared With LCORX
Investors most often compare LCORX with RCTIX, FPACX, SMH. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare LCORX with Any Fund or Stock
Compare LCORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LCORX with funds that move differently
Leuthold Core Investment Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LCORX.
Explore LCORX Diversifiers