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Upturn AI Summary
Leuthold Core ETF(LCR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LCR
10/28/2026: LCR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Leuthold Core ETF (LCR) is an actively managed fund designed for investors seeking a tactical, multi-asset portfolio that balances equities, bonds, and cash. Its main strength lies in the institutional-quality, research-driven approach of The Leuthold Group, which seeks to manage market downside proactively. LCR serves as a core portfolio holding for those prioritizing risk management over pure market-beta tracking. Key risks include the higher expense ratio and the reliance on management's ability to execute successful tactical calls in varied market conditions. It is best suited for long-term investors who prefer an active approach to asset allocation rather than passive market exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's focus on capital preservation may limit growth potential compared to pure equity vehicles. |
| Momentum investor | Strong fit while signal remains positive | The tactical nature of the fund allows it to align with positive market momentum trends. |
| Value investor | Strong fit | Leuthold’s research approach is inherently valuation-conscious in its selection process. |
| Dividend/Income investor | Mixed fit | While it holds bonds, it is not a dedicated income-producing vehicle. |
| Low-risk investor | Medium fit | The active management provides risk-mitigation features, though market volatility remains inherent. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a core portfolio component that provides professional active management and risk-conscious asset allocation.
Suitability
Best suited for long-term investors looking for a balanced, actively managed core holding rather than traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund experiences fluctuations based on its active shifts between asset classes. |
| Market risk | Medium | Overall market downturns will impact equity holdings regardless of tactical moves. |
| Concentration | Low | The diversified nature of the underlying asset classes helps mitigate single-security risk. |
| Tracking/expense | Medium | Higher expense ratios compared to passive ETFs can create a drag on long-term net returns. |
| Liquidity | Low | The fund holds liquid assets but trading spreads can widen during market volatility. |
| Business/sector quality | Low | The fund holds a broad range of high-quality assets to maintain a balanced profile. |
Risk Analysis
Volatility
LCR exhibits moderate volatility, generally dampened by its bond and cash exposure compared to pure equity ETFs.
Market Risk
The primary risk is market directional risk in equities, which the management team seeks to mitigate via tactical shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Domestic and International Equities | 65 | Provides the primary growth engine of the portfolio through a diversified selection of global stocks. |
| Fixed-income type | Government and Corporate Bonds | 25 | Acts as a stabilizer to provide income and reduce portfolio volatility during market downturns. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Maintains liquidity to capitalize on tactical opportunities or provide a defensive buffer. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 20.32% | Avg. Invested days 85 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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