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Leader Short-Term Bond Fund Investor Class (LCCMX)

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Net Asset Value
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1 Day
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Year-to-Date
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
1.43%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks to deliver a high level of current income, with a secondary objective of capital appreciation. The manager expects to achieve its objectives by investing in a portfolio of investment grade debt securities and non-investment grade (also known as "junk bonds") debt securities, both domestic and foreign, including emerging markets. Fixed income securities in which the fund may invest include foreign and domestic bonds, notes, corporate debt, U.S. and foreign government securities, domestic municipal securities, asset-backed securities and STRIPS. The fund's effective average duration will normally be three years or less.

Performance

1 month+0.05% 3 years-1.03%
3 months-0.49% 5 years+2.07%
1 year-2.50% Since inception+2.73%
Data through --

Peer Comparisonvs. Short-term bond

 LCCMXCategory
Performance 5-yr return+2.07%+1.69%
Expense ratio1.43%0.82%
Risk 5 year sharpe ratio0.731.09
Net assets$303.5M$2.1B
Average market cap$9.5B$46.0B
Average P/E--19.2
Portfolio turnover107%107%

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Fund Management and Purchase Info

Fund familyLEADER
Fund manager & tenureJohn Lekas / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Fixed income69.27%
Cash21.97%
Other8.68%
U.S. stock0.08%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 22.60%
Hardware 14.65%
Energy 12.75%
Consumer service 12.36%
Consumer goods 11.99%
Top 10 Holdings
Portfolio weighting
-- 3.37%
-- 2.92%
HES Hess2.48%
HES Hess2.48%
-- 2.44%
-- 2.19%
-- 2.06%
-- 1.92%
SWN Southwestern Energy Co1.89%
SWN Southwestern Energy Co1.89%