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 ROE as of December 2025 (TTM) for Leuthold Core Investment Fund (LCORX) is 17.93%

According to Leuthold Core Investment Fund’s latest financial reports and current stock price. The company's current ROE is 17.93%. This represents a change of 318.87% compared to the average of 4.28% of the last 4 quarters.

Leuthold Core Investment Fund (LCORX) Historical ROE (quarterly & annually)

How has LCORX ROE performed in the past?

The mean historical ROE of Leuthold Core Investment Fund over the last ten years is 0.50%. The current 17.93% ROE has changed 3.46% with respect to the historical average. Over the past ten years (40 quarters), LCORX's ROE was at its highest in in the June 2023 quarter at 10.64%. The ROE was at its lowest in in the June 2014 quarter at 0%.

Quarterly (TTM)
Annual

Average

0.50%

Median

29.65%

Minimum

-395.15%

Maximum

294.02%

Leuthold Core Investment Fund (LCORX) ROE by Quarter and Year

Discovering the peaks and valleys of Leuthold Core Investment Fund ROE, 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 = 97.77%

Maximum Annual ROE = 294.02%

Minimum Annual Increase = -356.81%

Minimum Annual ROE = -395.15%

Quarterly (TTM)
Annual
YearROEChange
202316.31%54.52%
202210.56%-16.27%
202112.61%-109.28%
2020-135.94%-356.81%
201952.93%4.26%
201850.77%-9.23%
201755.93%30.12%
201642.99%-110.88%
2015-395.15%-234.39%
2014294.02%97.77%

Leuthold Core Investment Fund (LCORX) Average ROE

How has LCORX ROE performed in the past?

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

3-year avg

13.16%

5-year avg

-8.70%

10-year avg

0.50%

Leuthold Core Investment Fund (LCORX) ROE vs. Peers

How is LCORX’s ROE compared to its peers?

Leuthold Core Investment Fund’s ROE is less than BlackRock Debt Strategies Fund, Inc. (14.01%), 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%), less than Nuveen Dow 30 Dynamic Overwrite Fund (8.61%), less than Alger Focus Equity Fund (0%),

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