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Leader Cptl Leader Hi Qual Fltng Rt Inv LCTRX

Quantitative rating as of
  • NAV / 1-Day Return 10.93  /  0.09 %
  • Total Assets 119.0 Mil
  • Adj. Expense Ratio
    2.330%
  • Expense Ratio 2.260%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.82%
  • Effective Duration

Morningstar’s Analysis LCTRX

Will LCTRX 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 Rt Inv to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Negative. 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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