LCAMX Mutual Fund

LCAMX Mutual Fund

NAV$8.73

Fund Essentials

Net Assets
$800,000
Expense Ratio
1.50%
Dividend Yield (Current)
2.51%
Holdings
74
Inception Date
Jul 14, 2005
Fund Family
Leader Capital
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-1.97%
1 Year-3.39%
3 Year+2.33%
5 Year+1.83%
10 Year+0.92%

Asset Allocation

Stocks: 1.35%
Bonds: 94.88%
Cash: 3.77%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.51%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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LCAMX Mutual Fund Overview

LCAMX Mutual Fund (Leader Capital Short Term High Yield Bond Fund Class A) is managed by Leader Capital with $800,000 in net assets. LCAMX expense ratio is 1.50%, holding 74 positions across various sectors. Inception date: 2005-07-14.

LCAMX performance shows a YTD return of -1.97%. The 1-year return is -3.39% and the 5-year return is 1.83%. LCAMX dividend yield stands at 2.51%, paid monthly.

LCAMX top holdings include a diversified portfolio. View all LCAMX holdings, sector breakdown, or dividend history.

LCAMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LCAMX alternatives are available via the screener, along with tax-loss harvesting opportunities.