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Leader Cptl Leader Hi Qual Fltng RtInstl LCTIX

Quantitative rating as of | See Leader Capital Investment Hub
  • NAV / 1-Day Return 10.95  /  0.00
  • Total Assets 125.6 Mil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.880%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.46%
  • Effective Duration 0.25 years

Morningstar’s Analysis LCTIX

Will LCTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in the People Pillar isn't sufficient for Leader Cptl Leader Hi Qual Fltng RtInstl to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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