Leader Short Term Bond Instl
Phone: 800-711-9164
| Category: | Short-Term Bond | | Fund Family: | Leader Capital | | Net Assets: | 27.87M | | Year-to-Date Return: | 6.31% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Oct-08 |
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John E. Lekas
Lead Manager since
14-Jul-05 | | | Lekas has 19 years experience as an investment professional. Prior to founding the Advisor in 1997, He served as a portfolio manager at Smith Barney where he focused on discretionary management of bond portfolios worth over $200 million. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | $2,000,000 | | Min Initial Investment, AIP: | $2,000,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks high level of current income. capital appreciation is a secondary consideration. The fund may invest up to 80% of assets in fixed income securities. It may invest up to 30% of assets in lower quality, high yield bonds rated B or higher by Moody's, Standard & Poor's Ratings Group or NRSRO. The fund may invest up to 20% of assets in foreign fixed income securities. It may invest in bonds with the potential for capital appreciation by purchasing these bonds at a larger discount from par value. |
| Last Dividend
(16-Mar-09):
| 0.09 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 285.00% | | Average for Category:
| 107.12% |
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| Expense | LCCIX | Category
Avg | | Total Expense Ratio: | %
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.59% | | Max Deferred Sales Load: | 0.00%
| 2.15% | | 3 Yr Expense Projection*: |
$384 | $409 | | 5 Yr Expense Projection*: |
$665 | $659 | | 10 Yr Expense Projection*: |
$1,466 | $1,364 |
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