| 10.92 Net Asset Value | +0.09% 1 Day | +5.20% Year-to-Date | Overall Morningstar Rating |
| Intermediate-term bond Style or Category | No Load Sales Expenses | 2.28% Expense Ratio | -- Morningstar Risk Rating™ |
| 1 month | +2.63% | 3 years | -- | |
| 3 months | +3.93% | 5 years | -- | |
| 1 year | +17.12% | Since inception | +7.02% |
| LCTRX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.97% |
| Expense ratio | 2.28% | 0.92% |
| Risk 5 year sharpe ratio | -- | 1.31 |
| Net assets | $23.4M | $3.5B |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 219% | 219% |
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| Fund family | LEADER |
| Fund manager & tenure | John Lekas / 2 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $2,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Alpha Nat Resources Cv 2.375% | 3.10% |
| -- Nordea Bk Ab 8.375% | 2.98% |
| -- Aegon Nv FRN | 2.74% |
| -- Citgo Pete 144A 11.5% | 2.70% |
| -- Deutsche Bk Cap.Vi FRN | 2.62% |
| -- Royal Bk Of Scot 9.5% | 2.60% |
| -- Intl Lease Fin 8.75% | 2.60% |
| -- Axa FRN | 2.41% |
| -- Icahn Enterprises Lp/Corp 8% | 2.36% |
| -- Peabody Engy Cv 4.75% | 2.35% |
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