Leader Short Term Bond Fund Investor Class (LCCMX)

9.95
Net Asset Value
0.00%
1 Day
+0.10%
Year-to-Date
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
1.45%
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 managers expect 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. Fixed income securities in which the fund may invest include foreign and domestic bonds, notes, corporate debt, government securities, strips and municipal securities. The fund's effective average duration will normally be three years or less.

Performance

1 month-0.10% 3 years+4.89%
3 months-0.51% 5 years+3.61%
1 year+2.88% Since inception+4.01%
Data through --

Peer Comparisonvs. Short-term bond

 LCCMXCategory
Performance 5-yr return+3.61%+2.49%
Expense ratio1.45%0.87%
Risk 5 year sharpe ratio1.221.56
Net assets$1.2B$2.1B
Average market cap--$50.3B
Average P/E--17.9
Portfolio turnover85%85%

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Fund Management and Purchase Info

Fund familyLEADER
Fund manager & tenureJohn Lekas / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Fixed income70.95%
Cash16.18%
Other11.91%
International stock0.83%
U.S. stock0.12%
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
-- Wells Fargo & Co New FRN1.41%
-- Jpmorgan Chase FRN1.40%
-- Seagate Hdd Cayman 6.875%1.37%
-- Warner Chilcott 7.75%1.34%
-- Everest Reins Hldgs FRN1.33%
-- Citigroup FRN1.33%
-- Lincoln Natl Corp Ind FRN1.32%
-- Wynn Las Vegas Llc / Wynn 7.75%1.32%
-- Pitney Bowes Intl Hldgs Pfd 144A1.31%
-- Annaly Cap Mgmt Cv 5%1.30%

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