LCMRX Mutual Fund

LCMRX Mutual Fund

NAV$39.73
See how much of LCMRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.51%
3 Months
-6.43%
6 Months
+7.29%
YTD
+0.23%
1 Year
-3.57%
3 Years (annualized)
+10.51%
5 Years (annualized)
+1.85%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCMRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+6.72%
vs Peers
-6.49%

LCMRX Mutual Fund Performance

LCMRX performance across multiple time periods: 1-month -1.51%, YTD 0.23%, 1-year -3.57%, 3-year 10.51%, 5-year 1.85%, 10-year 14.90%.

LCMRX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

LCMRX vs another fund shows side-by-side returns. LCMRX alternatives are available in the Mutual Fund Screener.