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 47. There are 46 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 94 | — | Sep 2002 | LCORX vs HSTRX | |
| Invesco Balanced-Risk Allocation Fund | 93 | — | Jun 2009 | LCORX vs ABRYX | |
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | LCORX vs ASTIX | |
| PIMCO All Asset Fund | 93 | — | Nov 2002 | LCORX vs PAAIX | |
| Invesco Balanced-Risk Allocation Fund Class A | 93 | — | Jun 2009 | LCORX vs ABRZX |
Top Performing LCORX Alternatives (YTD)
LCORX is at 5.51% YTD. There are 58 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 49.00% | — | Sep 2019 | LCORX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.31% | — | Dec 2016 | LCORX vs MOJOX | |
| Teberg Fund | 25.67% | — | Mar 2002 | LCORX vs TEBRX | |
| Quantified STF Fund | 22.82% | — | Nov 2015 | LCORX vs QSTFX | |
| Potomac Defensive Bull Fund | 22.10% | — | Jun 2020 | LCORX vs CRDBX |
Lowest Volatility Alternatives to LCORX
LCORX has 8.77% 1-year volatility. There are 27 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | LCORX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.72% | — | Apr 2012 | LCORX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | LCORX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | LCORX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.72% | — | Aug 2004 | LCORX vs SFHYX |
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 | |
| 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 | -2.48% | — | Sep 2002 | LCORX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | LCORX vs ASTIX |
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 | -8.25% | — | Jun 2000 | LCORX vs GRZZX | |
| Leuthold Global Fund | Global Allocation | 86 | 13.45% | — | Apr 2008 | LCORX vs GLBIX |
Often Compared With LCORX
Investors most often compare LCORX with RCTIX, FPACX, SMH. These 20 comparison targets span 13 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