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| Morningstar Return Rating: | | | Year to Date Return: | 20.66% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.00% | |
Worst 1-Yr Total Return (2008): | -35.81% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | LCMFX | Category | Diff | Index* | Diff | | Year To Date | 20.66 | 31.20 | -10.54 | 24.07 | -3.41 | | 1-Month | 7.00 | 5.67 | 1.33 | 6.00 | 1 | | 3-Month | 11.69 | 8.18 | 3.51 | 7.91 | 3.78 | | 1-Year | 22.08 | 34.04 | -11.96 | 25.39 | -3.31 | | 3-Year | N/A | -3.89 | N/A | -5.79 | N/A | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.98 | 43.84 | -12.86 | 45.76 | -14.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.35 | -18.03 | -6.32 | -18.25 | -6.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | LCMFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.81 | -40.67 | 4.86 | | 2007 | | | 21.00 | 13.35 | 7.65 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
LCMFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.08 | 12.74 | 9.63 | N/A | | 2008 | -6.23 | 4.14 | -13.63 | -23.89 | | 2007 | 0.20 | 8.11 | 7.87 | 3.55 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1708 | 1818 | 93.95 | | 1-Month | 1429 | 1906 | 74.97 | | 3-Month | 228 | 1904 | 11.97 | | 6-Month | 1567 | 1866 | 83.98 | | 1-Year | 1477 | 1815 | 81.38 | | 3-Year | | 1537 | N/A | | 5-Year | | 1273 | N/A |
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0.92% Nasdaq 
Performance
