Leuthold Core Investment Fund
Shareclass
Leuthold Core Investment Retail (LCORX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Leuthold Core Investment Fund
FUND COVERAGE
# of holdings91
% of assets67%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Biogen Inc0.35%$2M
- 2. Canadian Imperial Bank of Commerce0.7%$3.95M
- 3. Bank of America Corp0.9%$5.06M
- 4. Mastercard Inc Class A0.96%$5.39M
- 5. Citigroup Inc0.92%$5.17M
- 6. JPMorgan Chase & Co1.09%$6.11M
- 7. Expedia Group Inc0.39%$2.18M
- 8. Uber Technologies Inc0.67%$3.77M
- 9. The Goldman Sachs Group Inc1.44%$8.13M
- 10. The Hartford Insurance Group Inc0.48%$2.71M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc0.35%$1.99M
- 2. White Mountains Insurance Group Ltd0.22%$1.22M
- 3. Universal Health Services Inc Class B0.41%$2.32M
- 4. Qualys Inc0.35%$1.94M
- 5. Stride Inc0.61%$3.46M
- 6. Visteon Corp0.32%$1.8M
- 7. Primoris Services Corp0.71%$4M
- 8. SS&C Technologies Holdings Inc0.46%$2.61M
- 9. ADT Inc0.3%$1.68M
- 10. Autoliv Inc0.5%$2.83M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Leuthold Core Investment Fund
Totals
Holdings
Assets
Weight
Prisons
3
$32.66M
5.8%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$31.89M
5.67%
Borders high risk
0
$0
0%
Total
5
$37.9M
6.74%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$16.34M
2.9%
2.
Alphabet Inc Class A
:$10.3M
1.83%
3.
Cardinal Health Inc
$6.02M
1.07%
4.
AT&T Inc
:$4.17M
0.74%
5.
Benchmark Electronics Inc
:$1.07M
0.19%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Leuthold Core Investment Fund LCORX
Environment
Social
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