Morningstar

LCAM Strategic Income Fund LCMSX

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Strategy

The investment seeks total return, comprised of current income with the potential for principal appreciation. The fund invests in a diversified portfolio of fixed income securities across a range of geographies, asset classes, and credit instruments to capture global credit risk premiums and minimize the costs of credit downgrades and defaults. It aims to optimize and manage risk dynamically by diversifying exposures across instruments following a strict relative value discipline.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LCMSX	LCAM Strategic Income Fund	Institutional	Open	—	—	Mar 16, 2026	$25.47M	0.500%	Low	$1M	—

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