| 9.90 Net Asset Value | 0.00% 1 Day | +1.96% Year-to-Date | Overall Morningstar Rating |
| Short-term bond Style or Category | No Load Sales Expenses | 1.49% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +1.12% | 3 years | +4.13% | |
| 3 months | +1.75% | 5 years | +4.28% | |
| 1 year | +7.70% | Since inception | +4.09% |
| LCCMX | Category | |
|---|---|---|
| Performance 5-yr return | +4.28% | +3.22% |
| Expense ratio | 1.49% | 0.85% |
| Risk 5 year sharpe ratio | 0.77 | 1.27 |
| Net assets | $434.0M | $2.3B |
| Average market cap | -- | $1.9B |
| Average P/E | -- | 14.4 |
| Portfolio turnover | 285% | 285% |
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| Fund family | LEADER |
| Fund manager & tenure | John Lekas / 7 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 22.60% |
| Hardware | 14.65% |
| Energy | 12.75% |
| Consumer service | 12.36% |
| Consumer goods | 11.99% |
| -- Citgo Pete 144A 11.5% | 1.73% |
| -- Ing Cap Fdg Tr Iii FRN | 1.67% |
| -- Bk Amer Fdg 7.375% | 1.62% |
| -- Aegon Nv FRN | 1.60% |
| -- Bnp Paribas / Bnp Paribas Us FRN | 1.56% |
| -- Wachovia Cap Tr Iii FRN | 1.43% |
| -- Wynn Las Vegas Llc / Wynn 7.875% | 1.35% |
| -- Electnc Arts Cv 0.75% | 1.30% |
| -- Axa FRN | 1.28% |
| -- General Elec Cap Corp Mtn Be FRN | 1.13% |
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