Leuthold Core Investment Fund Class Institutional

Leuthold Core Investment Fund Class Institutionalverified

LCRIX

Price:

$24.1

Market Cap:

$554.55M

This fund, overseen by Leuthold Weeden Capital Management, employs a highly adaptable investment approach, allowing for dynamic allocation across a diverse range of assets. The managers use their discretion to invest in common stocks, other equity-linked securities, various types of bonds and fixed-income instruments, Real Estate Investment Trusts (REITs), commodities, and short-term money market tools. Typically, the fund commits between 30% and 70% of its net assets to equity investments. A similar proportion, 30% to 70%, is usually directed toward debt securities, though this range may be adjusted during extended periods of low interest rates. Furthermore, up to 20% of the fund's total as...[Read more]

Industry

Asset Management

IPO Date

2006-01-31

Stock Exchange

NASDAQ

Ticker

LCRIX

The Enterprise Value as of June 2026 (TTM) for Leuthold Core Investment Fund Class Institutional (LCRIX) is 744.64M

According to Leuthold Core Investment Fund Class Institutional’s latest financial reports and current stock price. The company's current Enterprise Value is 744.64M. This represents a change of 9.10% compared to the average of 682.52M of the last 4 quarters.

Leuthold Core Investment Fund Class Institutional (LCRIX) Historical Enterprise Value (quarterly & annually)

How has LCRIX Enterprise Value performed in the past?

The mean historical Enterprise Value of Leuthold Core Investment Fund Class Institutional over the last ten years is 569.02M. The current 744.64M Enterprise Value has changed 12.99% with respect to the historical average. Over the past ten years (40 quarters), LCRIX's Enterprise Value was at its highest in in the March 2024 quarter at 703.26M. The Enterprise Value was at its lowest in in the March 2020 quarter at 374.89M.

Quarterly (TTM)
Annual

Average

569.02M

Median

557.04M

Minimum

379.78M

Maximum

797.37M

Leuthold Core Investment Fund Class Institutional (LCRIX) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Leuthold Core Investment Fund Class Institutional 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 = 106.35%

Maximum Annual Enterprise Value = 797.37M

Minimum Annual Increase = -15.93%

Minimum Annual Enterprise Value = 379.78M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2023671.90M2.67%
2022654.44M-13.11%
2021753.19M-4.01%
2020784.66M-1.59%
2019797.37M106.35%
2018386.41M-15.93%
2017459.64M13.72%
2016404.19M6.43%
2015379.78M-4.72%
2014398.58M2.02%

Leuthold Core Investment Fund Class Institutional (LCRIX) Average Enterprise Value

How has LCRIX Enterprise Value performed in the past?

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

3-year avg

693.18M

5-year avg

732.31M

10-year avg

569.02M

Leuthold Core Investment Fund Class Institutional (LCRIX) Enterprise Value vs. Peers

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

Leuthold Core Investment Fund Class Institutional’s Enterprise Value is greater than Integrity Dividend Harvest Fund Class A (0), greater than Virtus NFJ Mid Cap Value Fund Institutional Class (0), less than Boston Trust Asset Management Fund (9.15B), greater than Virtus NFJ Mid Cap Value Fund Class A (0), greater than SEI Institutional Managed Trust U.S. Managed Volatility Fund (0), greater than SEI Institutional Managed Trust - U.S. Managed Volatility Fund (0), greater than SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (0), greater than Hartford Multi-Asset Income Fund Class C (0), greater than Hartford Multi-Asset Income Fund Class A (0), greater than Hartford Multi-Asset Income Fund Class Y (0),

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