Nasdaq - Delayed Quote USD

Leader Short Term High Yield Bond Ins (LCCIX)

8.39 +0.01 (+0.12%)
At close: 8:00 PM EDT

Fund Summary

The fund invests at least 80% of its net assets in non-investment grade bonds which the advisor defines as securities rated lower than Baa3 by Moody’s Investors Service BBB- by Standard & Poor’s Ratings Group, Fitch BBB-, or, if unrated, as determined by the Advisor to be of comparable quality. The fund’s effective average duration of its portfolio investments will normally be three years or less.

Leader Short Term High Yield Bond Ins

Omaha, NE 68130
17605 Wright Street
1-800-711-9164

Fund Overview

Category High Yield Bond
Fund Family LEADER
Net Assets 48.75M
YTD Return 9.44%
Yield 10.72%
Morningstar Rating
Inception Date Jul 14, 2005

Fund Operations

Last Dividend 0.24
Last Cap Gain -298.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense LCCIX Category Average
Annual Report Expense Ratio (net) 3.24% 0.95%
Prospectus Net Expense Ratio 3.24% --
Prospectus Gross Expense Ratio 3.24% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.88%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John E. Lekas, Lead Manager since July 14, 2005
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

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers