Leuthold Core Investment Fund Class Institutional

Leuthold Core Investment Fund Class Institutional - ROEverified

LCRIX

Price:

$23.8

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 ROE as of June 2026 (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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