Leuthold Core Investment Fund

Leuthold Core Investment Fundverified

LCORX

Price:

$22.44

Market Cap:

$566.69M

The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, REITs, commodities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It normally invests 30% to 70% of its net assets in common stocks and other equity securities; 30% to 70% of its net assets in bonds and other debt securities, except during prolonged periods of low interest rates; and up to 20% of its assets in money market instruments.

Industry

Asset Management

IPO Date

1995-11-17

Stock Exchange

NASDAQ

Ticker

LCORX

The Enterprise Value as of December 2025 (TTM) for Leuthold Core Investment Fund (LCORX) is 756.78M

According to Leuthold Core Investment Fund’s latest financial reports and current stock price. The company's current Enterprise Value is 756.78M. This represents a change of 11.00% compared to the average of 681.79M of the last 4 quarters.

Leuthold Core Investment Fund (LCORX) Historical Enterprise Value (quarterly & annually)

How has LCORX Enterprise Value performed in the past?

The mean historical Enterprise Value of Leuthold Core Investment Fund over the last ten years is 569.74M. The current 756.78M Enterprise Value has changed 13.18% with respect to the historical average. Over the past ten years (40 quarters), LCORX's Enterprise Value was at its highest in in the March 2024 quarter at 702.29M. The Enterprise Value was at its lowest in in the June 2021 quarter at -33617000.00.

Quarterly (TTM)
Annual

Average

569.74M

Median

557.49M

Minimum

381.35M

Maximum

798.16M

Leuthold Core Investment Fund (LCORX) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Leuthold Core Investment Fund Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 106.09%

Maximum Annual Enterprise Value = 798.16M

Minimum Annual Increase = -15.95%

Minimum Annual Enterprise Value = 381.35M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2023671.03M2.58%
2022654.17M-13.17%
2021753.41M-4.07%
2020785.39M-1.60%
2019798.16M106.09%
2018387.28M-15.95%
2017460.80M13.67%
2016405.37M6.30%
2015381.35M-4.77%
2014400.45M2.02%

Leuthold Core Investment Fund (LCORX) Average Enterprise Value

How has LCORX Enterprise Value performed in the past?

The current Enterprise Value of Leuthold Core Investment Fund (LCORX) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

692.87M

5-year avg

732.43M

10-year avg

569.74M

Leuthold Core Investment Fund (LCORX) Enterprise Value vs. Peers

How is LCORX’s Enterprise Value compared to its peers?

Leuthold Core Investment Fund’s Enterprise Value is greater than BlackRock Debt Strategies Fund, Inc. (712.25M), greater than Hartford Moderately Aggressive Allocation Fund-A (0), greater than SA U.S. Value Fund (0), greater than Diamond Hill All Cap Select Fund (0), greater than T. Rowe Price Target Retirement 2030 Fund (0), greater than American Beacon International Equity Fund (0), greater than Nationwide Mid Cap Market Index Fund (0), greater than T. Rowe Price Institutional Emerging Markets Equity Fund (0), greater than Nuveen Dow 30 Dynamic Overwrite Fund (550.96M), less than Alger Focus Equity Fund (0),

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Frequently asked questions❓

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