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
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.
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%.
Average
0.50%
Median
29.65%
Minimum
-395.15%
Maximum
294.02%
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%
| Year | ROE | Change |
|---|---|---|
| 2023 | 16.31% | 54.52% |
| 2022 | 10.56% | -16.27% |
| 2021 | 12.61% | -109.28% |
| 2020 | -135.94% | -356.81% |
| 2019 | 52.93% | 4.26% |
| 2018 | 50.77% | -9.23% |
| 2017 | 55.93% | 30.12% |
| 2016 | 42.99% | -110.88% |
| 2015 | -395.15% | -234.39% |
| 2014 | 294.02% | 97.77% |
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’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%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $564.16M | |
| 0% | $568.45M | |
| 8.52% | $567.79M | |
| 0% | $569.51M | |
| 0% | $572.49M | |
| 0% | $572.49M | |
| 0% | $572.87M | |
| 0% | $570.05M | |
| 0% | $570.05M | |
| 0% | $569.77M |
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How does the current ROE for Leuthold Core Investment Fund Class Institutional (LCRIX) compare to its historical average?