Leader Total Return Fund Investor Shares (LCTRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks income and capital appreciation to produce a high total return. The fund seeks to achieve its investment objective by investing primarily in domestic and foreign fixed income securities of various maturities and credit qualities that are denominated in USD or foreign currencies. Fixed income security types include bonds- notes and debentures issued by corporations- convertible debt securities- governments and their agencies or instrumentalities as well as mortgage-backed securities and asset-backed securities. It invests primarily in investment-grade securities- but may invest up to 45% of its total assets in high yield securities.


1 month+0.29% 3 years-0.56%
3 months+1.13% 5 years+1.66%
1 year+2.03% Since inception+3.35%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+1.66%+2.05%
Expense ratio1.84%0.77%
Risk 5 year sharpe ratio0.330.47
Net assets$20.2M$4.4B
Average market cap$8.8B$11.2B
Average P/E--21.1
Portfolio turnover176%176%

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Fund Management and Purchase Info

Fund familyLEADER
Fund manager & tenureJohn Lekas / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


Fixed income68.19%
U.S. stock1.23%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SQQQ ProShares UltraPro Short QQQ4.45%
-- 4.18%
-- 4.06%
WFT Weatherford International PLC3.45%
-- 3.42%
-- 3.19%
-- 3.14%
PCG PG&E2.78%
-- 2.23%
-- 2.17%