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Leader Capital High Quality Income Inv LCTRX

Medalist Rating as of | See Leader Capital Investment Hub
  • NAV / 1-Day Return 11.14  /  +0.02 %
  • Total Assets 774.5 Mil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 6.40%
  • Effective Duration

USD | NAV as of May 30, 2024 | 1-Day Return as of May 30, 2024, 12:10 AM GMT+0

Morningstar’s Analysis LCTRX

Will LCTRX outperform in future?

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

Leader Capital High Quality Income Inv boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings LCTRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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