LMCFX Mutual Fund

LMCFX Mutual Fund

NAV$36.41
See how much of LMCFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.16%
3 Months
-5.86%
6 Months
+6.91%
YTD
+6.78%
1 Year
+9.67%
3 Years (annualized)
+13.75%
5 Years (annualized)
+8.64%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LMCFX 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
S&P MidCap 400 Value Index(^SP400V:SP)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+6.72%
vs Peers
+0.06%

LMCFX Mutual Fund Performance

LMCFX performance across multiple time periods: 1-month -4.16%, YTD 6.78%, 1-year 9.67%, 3-year 13.75%, 5-year 8.64%, 10-year 8.57%.

LMCFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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