Analysis

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About Leuthold Core ETF

LCR is an actively managed fund of funds that provides exposure to a broad range of asset classes from global markets including emerging. The Fund uses a quantitative investment approach that focuses on sector selection. LCR considers multiple factors when making its allocations, including economic conditions, monetary factors, inflation, interest rates, investor confidence, and technical stock market measures. Under normal conditions the fund will hold 30%-70% of the portfolio assets in a combination of both stock and bond exposure with up to 20% in near-cash investments. Bonds selected will have no regard on issuer, maturity, and credit quality. LCR adjusts its portfolio as needed to keep the fund invested in sectors which can result in high portfolio turnover that reduces returns. The Fund may also invest in REITs, MLPs, commodities, volatility indexes, managed futures and short sales.