LCMCX Mutual Fund

LCMCX Mutual Fund

NAV$8.72

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: 1.35%
Bonds: 94.88%
Cash: 3.77%

Top Holdings

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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
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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. View all LCMCX holdings, sector breakdown, or dividend history.

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