Leader Short-Term Bond Fund Investor Class (LCCMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
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 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- convertible debt securities- 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.


1 month-0.11% 3 years-0.99%
3 months+0.08% 5 years+0.47%
1 year+0.92% Since inception+2.67%
Data through --

Peer Comparisonvs. Short-term bond

Performance 5-yr return+0.47%+1.15%
Expense ratio1.57%0.76%
Risk 5 year sharpe ratio0.100.49
Net assets$135.6M$2.3B
Average market cap$2.4B$25.4B
Average P/E--21.6
Portfolio turnover144%144%

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Fund Management and Purchase Info

Fund familyLEADER
Fund manager & tenureJohn Lekas / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


Fixed income86.35%
U.S. stock0.11%
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
LFIFX Leader Floating Rate Fund Institutional Shares7.04%
-- 2.38%
-- 2.06%
-- 2.05%
-- 2.05%
-- 2.02%
-- 1.70%
-- 1.70%
-- 1.69%
-- 1.69%