Leader Short Term Bond Inv
(LCCMX)
US Markets Closed
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9.95
+0.00
+0.01%
:

Previous Close

9.95

Net Assets

456.47M

Yield

2.48%

Front load

None

Expenses

1.44%

Category

Short-Term Bond

Morningstar Risk

High

Morningstar Rating ★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • LCCMX

  • Category

    • 2013

    • 4.93%

    • -

    • 2012

    • 8.95%

    • -

    • 2011

    • -1.64%

    • -

    • 2010

    • 3.97%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 1.24%

      • 4.55%

      • 2.51%

      • Q2

      • -0.21%

      • -0.35%

      • 0.09%

      • Q3

      • 1.73%

      • 2.64%

      • -4.86%

      • Q4

      • 2.09%

      • 1.89%

      • 0.76%

      Composition
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Wells Fargo & Co New FRN

        • 1.41

        • 14,700,000

        • 9,000,000

        • Jpmorgan Chase FRN

        • 1.40

        • 14,707,000

        • 3,207,000

        • Seagate Hdd Cayman 6.875%

        • 1.37

        • 15,000,000

        • 0

        • Warner Chilcott 7.75%

        • 1.34

        • 15,000,000

        • 2,000,000

        • Citigroup FRN

        • 1.33

        • 16,000,000

        • 2,000,000

        • Everest Reins Hldgs FRN

        • 1.33

        • 15,000,000

        • 15,000,000

        • Wynn Las Vegas Llc / Wynn 7.75%

        • 1.32

        • 14,218,000

        • 7,218,000

        • Lincoln Natl Corp Ind FRN

        • 1.32

        • 15,000,000

        • 15,000,000

        • Pitney Bowes Intl Hldgs Pfd 144A

        • 1.31

        • 14,750

        • 4,750

        • Annaly Cap Mgmt Cv 5%

        • 1.30

        • 15,000,000

        • 5,000,000

        • Name

        • Rating

        • YTD Return %

          • Lord Abbett Short Duration Income A

          • ★★★★★
          • 2.17

          • Vanguard Short-Term Corp Bd Idx I

          • ★★★★★
          • 2.31

          • PIMCO Low Duration Instl

          • ★★★★★
          • 1.14

          • Fidelity Advisor® Limited Term Bond I

          • ★★★★★
          • 2.31

          • Virtus Multi-Sector S/T Bd C

          • ★★★★★
          • 2.12

          • Columbia Limited Duration Credit Instl

          • ★★★★★
          • 2.08

          • Metropolitan West Low Dur Bd Admin Cl

          • ★★★★★
          • 1.18

          • Transamerica Short-Term Bond I

          • ★★★★★
          • 1.93

          • Orion/Monetta Intermediate Bond

          • ★★★★★
          • 1.86

          • Thornburg Limited Term Income Instl

          • ★★★★★
          • 4.16

          • Name

          • LCCMX

          • Category

            • Expense Ratio

            • 1.44%

            • 0.83%

            • Net Assets

            • 456.47M

            • 640.53M

            • Dividend Yield

            • -

            • 2.30

            • Price/Book

            • -

            • 2.21

            • Price/Sales

            • -

            • 1.52

            • Price/Cash Flow

            • -

            • 7.30

            Profile

            Name of Issuer

            LEADER

            Fund Style

            Open

            Fund Manager

            John Lekas

            Investment Style

            -

            The investment seeks to deliver a high level of current income, with a secondary objective of capital appreciation. The managers expect to achieve its objectives by investing in a portfolio of investment grade debt securities and non-investment grade (also known as "junk bonds") debt securities, both domestic and foreign. Fixed income securities in which the fund may invest include foreign and domestic bonds, notes, corporate debt, government securities, strips and municipal securities. The fund's effective average duration will normally be three years or less.

            Purchase Information

            Initial Purchase 2,500
            Initial Purchase: IRA 2,500
            Initial Purchase: AIP 2,500
            Front load None
            Back Load None

            Inception

            7/13/2005