Leader Capital Leader Total Return Fund Class C (LCCTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Leader Capital Leader Total Return Fund Class C
c/o Gemini Fund Services, LLC
17605 Wright Street
Omaha, NE 68130
800-711-9164
Management information
John E. Lekas,Lead manager since 29 July 2010
John E. Lekas serves as the portfolio manager and is responsible for the investment decisions. Prior to founding Leader Capital Corp. in 1997, He served as a portfolio manager at Smith Barney where he focused on discretionary management of bond portfolios. He received a bachelor's degree in finance from the University of Oregon.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryIntermediate Core-Plus Bond
Fund familyLEADER
Net assets10.03M
YTD return11.92%
Yield1.41%
Morningstar rating★
Inception date7 Aug 2012
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover397.79%
Average for categoryN/A
Fees and expenses
ExpenseLCCTXCategory average
Annual report expense ratio (net)2.81%0.75%
Prospectus net expense ratio2.81%N/A
Prospectus gross expense ratio2.81%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A3.74%
Max deferred sales load1.00%1.41%
3-yr expense projection871N/A
5-yr expense projection1,484N/A
10-yr expense projection3,138N/A
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