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Leader Capital High Quality Income Instl (LCTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.170.00 (0.00%)
At close: 08:00PM EDT

Leader Capital High Quality Income Instl

Omaha, NE 68130

17605 Wright Street

c/o Gemini Fund Services, LLC

1-800-711-9164
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.
Morningstar style box
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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 assets777.26M
YTD return3.12%
Yield6.76%
Morningstar rating★★★★★
Inception date16 May 2023

Fund operations

Last dividend0.30
Last cap gain-15.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseLCTIXCategory average
Annual report expense ratio (net)1.32%0.75%
Prospectus net expense ratio1.32%N/A
Prospectus gross expense ratio1.32%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.74%
Max deferred sales loadN/A1.41%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A