LCTRX Mutual Fund

LCTRX Mutual Fund (Leader Capital High Quality Income Fund Investor Shares) is managed by Leader Capital with $62.4M in net assets. LCTRX expense ratio is 1.46%, holding 180 positions across sectors including Financials, Energy. Inception date: 2010-07-30.

LCTRX performance shows a YTD return of 1.63%. The 1-year return is 3.73% and the 5-year return is 4.93%. LCTRX dividend yield stands at 4.87%, paid monthly.

LCTRX top holdings include Treasury Bill Jun 04, 2026 (11.9%), B 03/05/26 (9.2%), FIMM MM Government Portfolio - Instl Cl (4.7%), Petroleos Mexicanos 7.69% Jan 23, 2050 (3.6%), Mutual Fund (2.4%). Go to all LCTRX holdings, LCTRX sectors, or LCTRX dividends.

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