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LCR
+1.26 · +3.38%
$38.49 · NYSE ARCA

Managed Portfolio Series (LCR) ETF Analysis | Tactical Allocation

Leuthold · USA
AUM:$71.1M
#– of – in Tactical Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.86% — above average for this category.

What is LCR?

The fund is an actively-managed exchanged-traded fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds (ETFs) and index-based ETFs (collectively, underlying funds), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
LCR returned 12.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.86% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 66.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$71.1M
Expense Ratio0.86%
Dividend Yield1.36%
Holdings29
Inception DateJan 2020
Domicile–
Distribution–
Index–
ProviderLeuthold
Beta0.84
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

How would LCR affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.7%
1Y
+11.4%
3Y
+37.3%
5Y
+39.3%
OpenBook InsightIf you had invested £10,000 in LCR 5 years ago, it would have grown to £13,927 — a gain of £3,927.

Annual Returns

Calendar year performance

LCR delivered positive returns in 4 of the last 5 calendar years.
YearLCR
2026 YTD+6.7%
2025+12.5%
2024+9.3%
2023+13.2%
2022-8.0%
CAGR 4yr+6.3%
4/5 positive yearsAvg return: +6.7%Worst year: -8.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
7.0%
Low
Momentum
+3.7%
30-day change
Support Level
39.74
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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