LCTRX – Leader Capital High Quality Income Inv Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks to deliver a high level of current income, with a secondary objective of capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any amount of borrowings for investment purposes, in high-quality income-producing debt securities. The advisor defines high-quality as being rated at the time of purchase as no lower than the A category by Standard & Poor’s Ratings Group, Moody’s Investors Service, or Fitch Ratings, Inc.

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
LCTIX	Leader Capital High Quality Income Fund Institutional Shares	Institutional	Open			Jul 30, 2010	$1.15B	1.080%	High	$100,000	$25.74M
LCATX	Leader Capital High Quality Income Fund Class A Shares	Front Load	Limited			May 17, 2023	$8.39M	1.330%	High	$2,500	$83,920.29
LCTRX	Leader Capital High Quality Income Fund Investor Shares	Level Load	Open			Jul 30, 2010	$62.12M	1.460%	Average	$2,500	−$15.68M

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