Leuthold Core Investment Fund (LCORX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LCORX
LCORX charges 1.16% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among LCORX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | LCORX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | LCORX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | LCORX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | LCORX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | LCORX vs GPIFX |
Best Risk-Adjusted Alternatives to LCORX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | LCORX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | LCORX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | LCORX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | LCORX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | LCORX vs MOJOX |
Top Performing LCORX Alternatives (YTD)
LCORX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | LCORX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | LCORX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | LCORX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | LCORX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | LCORX vs ABRZX |
Lowest Volatility Alternatives to LCORX
LCORX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | LCORX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | LCORX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | LCORX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | LCORX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | LCORX vs SFHYX |
Lowest Drawdown Alternatives to LCORX
LCORX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | LCORX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | LCORX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | LCORX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | LCORX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | LCORX vs HFSAX |
Other Mutual Funds from Leuthold
Most popular Leuthold mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Grizzly Short Fund | Inverse Equities, Leveraged | 6 | 8.09% | Jun 18, 2000 | LCORX vs GRZZX | |
| Leuthold Global Fund | Global Allocation | 91 | 3.92% | Apr 29, 2008 | LCORX vs GLBIX |
Often Compared With LCORX
What investors most often compare with LCORX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| River Canyon Total Return Bond Fund | Short-Term Bond | 92 | -0.97% | Dec 30, 2014 | LCORX vs RCTIX | |
| VanEck Semiconductor ETF | Semiconductors, Technology Equities | 95 | 6.46% | Dec 20, 2011 | LCORX vs SMH | |
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | LCORX vs SPMO | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | LCORX vs VFIAX | |
| FPA Crescent Fund | Diversified Portfolio | 72 | -3.27% | Jun 1, 1993 | LCORX vs FPACX | |
| Manning & Napier High Yield Bond Series | High Yield Bonds | 62 | -1.11% | Sep 14, 2009 | LCORX vs MNHYX | |
| Uranium Energy Corp. | 91 | 15.58% | — | LCORX vs UEC | ||
| Leuthold Core ETF | Diversified Portfolio, Actively Managed | 66 | -2.16% | Jan 6, 2020 | LCORX vs LCR | |
| First Eagle Global Fund Class A | Global Equities | 85 | -0.50% | Jan 1, 1979 | LCORX vs SGENX |
Compare LCORX with Any Fund or Stock
Compare LCORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.