LCMCX Mutual Fund

LCMCX Mutual Fund

NAV$8.72
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Fund Essentials

Net Assets
$1M
Expense Ratio
2.25%
Dividend Yield (Current)
2.96%
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-1.95%
1 Year-1.18%
3 Year+1.70%
5 Year+1.47%

Asset Allocation

Stocks: 7.72%
Bonds: 87.37%
Cash: 4.91%
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Dividend Summary

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Dividend Yield (Current)
2.96%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

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

LCMCX Mutual Fund Overview

LCMCX Mutual Fund (Leader Capital Short Term High Yield Bond Fund Class C) is managed by Leader Capital with $1.1M in net assets. LCMCX expense ratio is 2.25%, holding 74 positions across various sectors. Inception date: 2005-07-14.

LCMCX performance shows a YTD return of -1.95%. The 1-year return is -1.18% and the 5-year return is 1.47%. LCMCX dividend yield stands at 2.96%, paid monthly.

LCMCX top holdings include a diversified portfolio. Go to all LCMCX holdings, LCMCX sectors, or LCMCX dividends.

LCMCX can be compared against other funds. Use LCMCX overlap to find shared positions, or LCMCX vs another fund for a side-by-side view. LCMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.