Leuthold Core Investment Fund Class Institutional

Leuthold Core Investment Fund Class Institutionalverified

LCRIX

Price:

$22.54

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

2006-01-31

Stock Exchange

NASDAQ

Ticker

LCRIX

The ROE as of December 2025 (TTM) for Leuthold Core Investment Fund Class Institutional (LCRIX) is 17.93%

According to Leuthold Core Investment Fund Class Institutional’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 Class Institutional (LCRIX) Historical ROE (quarterly & annually)

How has LCRIX ROE performed in the past?

The mean historical ROE of Leuthold Core Investment Fund Class Institutional 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), LCRIX's ROE was at its highest in in the June 2015 quarter at 3.09%. The ROE was at its lowest in in the September 2015 quarter at -272.82%.

Quarterly (TTM)
Annual

Average

0.50%

Median

29.65%

Minimum

-395.15%

Maximum

294.02%

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

Discovering the peaks and valleys of Leuthold Core Investment Fund Class Institutional 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 Class Institutional (LCRIX) Average ROE

How has LCRIX ROE performed in the past?

The current ROE of Leuthold Core Investment Fund Class Institutional (LCRIX) 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 Class Institutional (LCRIX) ROE vs. Peers

How is LCRIX’s ROE compared to its peers?

Leuthold Core Investment Fund Class Institutional’s ROE 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 (8.52%), 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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