LCRIX

ActiveMin. $1M

Leuthold Core Investment Fund

Category: Other (5,046 funds)

Expense Ratio

1.34%

Annual Cost per $10K

$134.00

30-Year Fee Drag per $10K

$23,965

at 7% annual return

Fund Type

Mutual Fund

Active · Min: $1M

Asset Allocation

US Equity

65%

US Bond

Intl Bond

Cash

21%

Fee Comparison

LCRIX

1.34%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

35% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+14.88%10 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

LCRIX at 1.34%$260,788

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$119,824

Cost vs index fund−$116,636

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
LCRIX	Leuthold Core Investment Fund	1.34%	—	—	—
LCORX	Leuthold Core Investment Fund	1.43%	—	—	—
TQQQ	ProShares UltraPro QQQ	0.84%	+31.32%	+49.61%	+18.09%
TIBOX	Thornburg Investment Income Builder Fund	0.84%	+30.88%	+23.10%	+18.21%
MERFX	The Merger Fund	1.56%	-3.52%	-35.79%	-33.41%
IWM	iShares Russell 2000 ETF	0.19%	+11.59%	+10.92%	+10.83%
TMF	Direxion Daily 20+ Year Treasury Bull 3X Shares	0.91%	-11.13%	-13.72%	-33.59%
SPXL	Direxion Daily S&P 500 Bull 3X Shares	0.87%	+43.27%	+51.71%	+36.92%
UPRO	ProShares UltraPro S&P500	0.91%	+24.55%	+39.00%	+26.71%
TECL	Direxion Daily Technology Bull 3X Shares	0.85%	+80.61%	+79.78%	+42.54%
KAGAX	Kensington Dynamic Allocation Fund	1.67%	+42.71%	+15.49%	—
SSTIX	State Street Total Return V.I.S. Fund	0.67%	+14.48%	+14.61%	+8.90%
FAS	Direxion Daily Financial Bull 3X Shares	0.89%	+16.83%	+31.53%	+38.28%
AAETX	American Funds 2030 Target Date Retirement Fund	0.66%	+14.18%	+13.98%	+9.03%
AAFTX	American Funds 2035 Target Date Retirement Fund	0.67%	+15.82%	+15.87%	+10.58%
SOXL	Direxion Daily Semiconductor Bull 3X Shares	0.75%	+60.66%	+76.46%	+24.25%
JGLYX	JPMorgan Small Cap Growth Fund	1.24%	+4.23%	+7.35%	+1.28%
UOPIX	ULTRANASDAQ-100 PROFUND	1.45%	+51.52%	+55.94%	+27.87%
HRSIX	Hood River Small-Cap Growth Fund	1.07%	+21.83%	+21.12%	+17.83%
FOCSX	Fidelity Small Cap Growth K6 Fund	0.61%	+12.88%	+16.45%	+10.84%
XBI	SPDR(R) S&P(R) Biotech ETF	0.35%	+2.67%	+6.68%	-2.36%
SSDEX	State Street Target Retirement 2045 Fund	0.09%	+18.35%	+17.50%	+11.05%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	0.39%	+12.07%	+13.06%	+15.09%
SSDQX	State Street Target Retirement 2055 Fund	0.09%	+19.48%	+18.38%	+11.66%
GARUX	Goldman Sachs Absolute Return Tracker Fund	0.73%	+9.45%	+9.32%	+6.69%
IWO	iShares Russell 2000 Growth ETF	0.24%	+13.49%	+12.64%	+7.89%
CICEX	Investment Co of America	0.85%	+20.32%	+24.33%	+17.54%
CAIBX	Capital Income Builder	0.58%	+15.51%	+14.04%	+11.04%
VWENX	VANGUARD WELLINGTON FUND	0.17%	+12.65%	+13.05%	+9.43%
USD	ProShares Ultra Semiconductors	0.95%	+42.76%	+104.62%	+54.55%
DIAMX	DIAMOND HILL LONG SHORT FUND	1.94%	+16.03%	+12.78%	-3.00%
JEPI	JPMorgan Equity Premium Income ETF	0.35%	+5.28%	+10.32%	+10.93%
CIPAX	American Funds Conservative Growth and Income Portfolio	0.88%	+11.79%	+11.52%	+8.53%
SSO	ProShares Ultra S&P500	0.89%	+21.64%	+30.12%	+21.87%
SCAUX	Invesco Income Advantage U.S. Fund	1.11%	+13.93%	+14.80%	+10.66%
QLD	ProShares Ultra QQQ	0.95%	+28.75%	+39.24%	+19.14%
RYSEX	Royce Small-Cap Special Equity Fund	1.22%	+4.94%	+6.83%	+9.27%
UDOW	ProShares UltraPro Dow30	0.95%	+12.68%	+26.96%	+20.50%
IBB	iShares Biotechnology ETF	0.44%	+0.30%	+3.23%	+1.75%
LABU	Direxion Daily S&P Biotech Bull 3X Shares	0.93%	+10.11%	-3.72%	-34.16%
TRAIX	T. Rowe Price Capital Appreciation Fund	0.58%	+11.52%	+14.47%	+11.39%
GAL	SPDR SSGA Global Allocation ETF	0.35%	+14.06%	+14.01%	+9.17%
URTY	ProShares UltraPro Russell2000	0.95%	-4.79%	+1.87%	+4.29%
VYSDX	VOYA SMALL COMPANY FUND	1.92%	+5.72%	+10.60%	+10.32%
AAGTX	American Funds 2040 Target Date Retirement Fund	0.68%	+18.44%	+18.13%	+12.03%
IWC	iShares Micro-Cap ETF	0.60%	+22.20%	+11.22%	+11.55%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	0.35%	+17.57%	+23.05%	—
IRGPX	Voya Retirement Aggressive Portfolio	0.60%	+15.01%	+15.93%	+10.66%
HSGFX	HUSSMAN STRATEGIC MARKET CYCLE FUND	1.23%	-9.62%	-18.24%	-15.77%
GUSH	Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares	0.93%	-17.32%	-19.74%	+37.58%
AADTX	American Funds 2025 Target Date Retirement Fund	0.63%	+12.54%	+12.24%	+7.76%
TSPX	Twin Oak Active Opportunities ETF	1.01%	—	—	—
DPST	Direxion Daily Regional Banks Bull 3X Shares	0.90%	-24.41%	-33.84%	-7.70%
DFNRX	Kensington Defender Fund	—	—	—	—
PTF	Invesco Dorsey Wright Technology Momentum ETF	0.60%	+28.32%	+29.06%	+17.63%
UWM	ProShares Ultra Russell2000	0.95%	+3.89%	+8.21%	+9.63%
SSCKX	State Street Target Retirement 2035 Fund	0.09%	+16.23%	+15.80%	+9.58%
TFPN	Blueprint Chesapeake Multi-Asset Trend ETF	2.06%	+4.30%	—	—
FSSNX	Fidelity Small Cap Index Fund	0.03%	+14.60%	+12.12%	+11.60%
XLSR	SPDR(R) SSGA U.S. Sector Rotation ETF	0.70%	+15.46%	+15.83%	+12.69%
DXQLX	Direxion Monthly NASDAQ-100 Bull 1.75X Fund	1.52%	+28.93%	+36.26%	+18.39%
GTSAX	Invesco Small Cap Growth Fund	0.81%	+3.68%	+8.55%	+3.19%
MRFOX	MARSHFIELD CONCENTRATED OPPORTUNITY FUND	1.02%	+10.72%	+18.84%	+14.80%
llpfx	Longleaf Partners Fund	0.79%	-3.59%	+10.24%	+9.20%
SMEAX	Invesco Small Cap Equity Fund	0.88%	+10.26%	+12.40%	+11.51%
WAVLX	WAVELENGTH FUND	1.26%	+6.68%	+5.93%	+2.18%
SPEM	SPDR Portfolio Emerging Markets ETF	0.07%	+21.39%	+19.76%	+8.17%
ERX	Direxion Daily Energy Bull 2X Shares	0.90%	-7.37%	-6.14%	+48.90%
RWJ	Invesco S&P SmallCap 600 Revenue ETF	0.39%	+8.60%	+10.85%	+19.13%
SWMIX	Schwab International Opportunities Fund	0.85%	+23.81%	+17.00%	+6.86%
QEFA	SPDR MSCI EAFE StrategicFactors ETF	0.30%	+21.86%	+19.07%	+11.75%
CGLGX	American Funds Growth and Income Portfolio	0.92%	+18.14%	+18.35%	+12.44%
HSLFX	The Hartford Small Cap Growth Fund	0.86%	+9.46%	+11.41%	+6.18%
DWAS	Invesco Dorsey Wright SmallCap Momentum ETF	0.60%	-2.64%	+6.43%	+9.24%
NAIL	Direxion Daily Homebuilders & Supplies Bull 3X Shares	0.95%	-53.96%	+31.58%	+8.59%
DHSCX	DIAMOND HILL SMALL CAP FUND	1.26%	+12.10%	+14.09%	+0.46%
PPIPX	T. Rowe Price Spectrum Conservative Allocation Fund	0.56%	+7.96%	+9.01%	+5.30%
FCAGX	Fidelity Small Cap Growth Fund	0.92%	-11.50%	-33.45%	-40.48%
ULPIX	ULTRABULL PROFUND	1.47%	+32.76%	+36.43%	+27.22%
DIVPX	MAI MANAGED VOLATILITY FUND	1.47%	+9.52%	+8.98%	+7.85%
WEBL	Direxion Daily Dow Jones Internet Bull 3X Shares	1.00%	+61.91%	+66.16%	-5.33%
ACIIX	Equity Income Fund	0.59%	+7.73%	+9.09%	+9.97%
IWN	iShares Russell 2000 Value ETF	0.24%	+9.57%	+8.98%	+13.57%
MACBX	MFS Conservative Allocation Fund	0.83%	+5.79%	+6.88%	+3.65%
BLPAX	American Funds Moderate Growth and Income Portfolio	0.93%	+15.22%	+14.72%	+9.87%
DFSTX	U.S. SMALL CAP PORTFOLIO$1M min	0.27%	+7.23%	+10.67%	+14.17%
DFAS	Dimensional U.S. Small Cap ETF	0.27%	+7.15%	+10.35%	—
ACSHX	Invesco Comstock Fund	0.51%	+12.71%	+14.13%	+19.36%
ROM	ProShares Ultra Technology	0.95%	+25.37%	+37.57%	+19.86%
IILGX	THRIVENT GLOBAL STOCK FUND	0.65%	+19.81%	+19.59%	+14.09%
INKM	SPDR SSGA Income Allocation ETF	0.50%	+8.03%	+9.85%	+6.11%
CURE	Direxion Daily Healthcare Bull 3X Shares	0.93%	-18.93%	-4.37%	+11.41%
WINAX	Wilmington International Fund	0.86%	+25.07%	+20.27%	+9.12%
ACEIX	Invesco Equity and Income Fund	0.76%	+9.14%	+10.33%	+10.51%
JEPAX	JPMorgan Equity Premium Income Fund	0.45%	+4.61%	+9.72%	+10.32%
FMSHX	Franklin Mutual Shares Fund	0.70%	+9.29%	+12.67%	+13.32%
OTPIX	NASDAQ-100 PROFUND	1.47%	+27.77%	+29.43%	+16.60%
HCMT	Direxion HCM Tactical Enhanced US ETF	1.17%	+19.30%	—	—
SSGVX	State Street Global All Cap Equity ex-U.S. Index Portfolio	0.04%	+26.83%	+20.55%	+11.36%
DWX	SPDR (R) S&P (R) International Dividend ETF	0.45%	+23.47%	+18.36%	+10.50%
XAR	SPDR(R) S&P(R) Aerospace & Defense ETF	0.35%	+61.06%	+33.10%	+24.39%

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