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Fund Intelligence | Best Managers | LCCMX Insights | LCCMX Score | LCCMX Performance | LCCMX Manager | LCCMX News | LCCMX Allocation | LCCMX Holdings Change

Mutual Fund Insights: Leader Short Term Bond Inv Fund (LCCMX)

In-depth Analysis of Leader Short Term Bond Inv Fund (LCCMX)

Mutual fund chart: Leader Short Term Bond Inv Fund (LCCMX)

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See Leader Short Term Bond Inv Fund (LCCMX) performance details as of February 28, 2010

  

    Last Trade: $9.69 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - John E. Lekas

Fund Manager Tenure: 4.7 years   [Similar Funds: LCCIX ]
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
John E. Lekas has 19 years experience as an investment professional. Prior to founding the Advisor in 1997, John E. Lekas served as a portfolio manager at Smith Barney where John E. Lekas focused on discretionary management of bond portfolios worth over $200 million.  Get more insights on John E. Lekas

  

What we like about Leader Short Term Bond Inv Fund (LCCMX) What we like about Leader Short Term Bond Inv Fund (LCCMX)

Data for Leader Short Term Bond Inv Fund (LCCMX) as of February 28, 2010

  • Leader Short Term Bond Inv Fund (LCCMX) management has been with Leader Short Term Bond Inv Fund for 4.7 years
  • Leader Short Term Bond Inv Fund (LCCMX) has good short-term performance (1-year return 17.56% vs 10.21 % Short-Term Bond category average)
  • Leader Short Term Bond Inv Fund (LCCMX) has good mid-term performance (3-year return 5.06% vs 3.54 % Short-Term Bond category average)

  

What we are cautious about Leader Short Term Bond Inv Fund (LCCMX) What we are cautious about Leader Short Term Bond Inv Fund (LCCMX)

Data for Leader Short Term Bond Inv Fund (LCCMX) as of February 28, 2010

  • Leader Short Term Bond Inv Fund (LCCMX) ratio of up-years vs down years can be improved
  • Leader Short Term Bond Inv Fund (LCCMX) has a Morningstar rating of 3 and below
  • Leader Short Term Bond Inv Fund (LCCMX) is less safe compared to its Short-Term Bond peers
  • Leader Short Term Bond Inv Fund (LCCMX) has an annual stock turnover rate of 211.13% that is higher than the Short-Term Bond average of 113.38%. This could mean Leader Short Term Bond Inv is more nimble, but also signal potential high tax impact and high trading fees
  • Leader Short Term Bond Inv Fund (LCCMX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.03 that is higher than category average of 3.34
  • Leader Short Term Bond Inv Fund (LCCMX) has a higher management fee of 1.86% than its Short-Term Bond average of 0.91%
  • Even though Leader Short Term Bond Inv Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Leader Short Term Bond Inv Fund (LCCMX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Short-Term Bond category?

Below are some additional Short-Term Bond mutual funds generated out of our database

  

Leader Short Term Bond Inv Fund (LCCMX) Net Asset

Track net asset change of Leader Short Term Bond Inv fund (LCCMX)

DateNet Asset
02/2010$288.50M
01/2010$171.48M
11/2009$155.30M
More historic net asset information on Leader Short Term Bond Inv Fund (LCCMX)

  

Leader Short Term Bond Inv Fund (LCCMX) Portfolio Allocation

Track portfolio allocation change of Leader Short Term Bond Inv fund (LCCMX)

DateCashStockBondOther
11/200939.28%0%56.86%3.86%
08/200939.37%0%55.95%4.68%
05/200920.24%1.43%68.25%10.08%
Click here to see more historic asset allocation information on Leader Short Term Bond Inv Fund (LCCMX)

  

Most Recent Top 10 Holdings in Leader Short Term Bond Inv Fund (LCCMX)

Discover what Leader Short Term Bond Inv Fund (LCCMX) manager is buying

30-Nov-09
Freeport-Mcmoran Copper & Gold FRN [4.13%]
Fifth Third Bancorp FRN [2.29%]
Citigroup FRN [2.23%]
Hertz 10.5% [2.17%]
Amer Honda Fin Corp Mtn Be144a 144A FRN [2.16%]
General Electric Cap Corp [2.14%]
iShares Barclays 20+ Year Treas Bond [2.01%]
Natl City Bk Cleve Sub Mtn Be FRN [1.94%]
Morgan Stanley FRN [1.88%]
Bk Amer Chrlt Nc Mtn FRN [1.81%]

31-Aug-09
Freeport-Mcmoran Copper & Gold FRN [3.25%]
Amer Honda Fin Corp Mtn Be144a 144A FRN [2.8%]
Natl City Bk Cleve Sub Mtn Be FRN [2.44%]
BANK AMER CHRLT NC MTN [2.32%]
Fifth Third Bancorp FRN [2.26%]
HSBC FINANCE CORP [2.15%]
Goldman Sachs Grp FRN [2.05%]
General Elec Cap FRN [1.89%]
Principal Life Income Fd Mtn FRN [1.78%]
GOLDMAN SACHS GROUP [1.62%]

31-May-09
Hertz 10.5% [4.13%]
Freeport-Mcmoran Copper & Gold FRN [3.78%]
HSBC FINANCE CORP [3.71%]
Alcoa 7.375% [3.2%]
Boulder Growth & Income Pfd [2.99%]
General Elec Cap FRN [2.6%]
General Elec Cap FRN [2.39%]
Xerox 7.125% [2.14%]
Cvs Caremark FRN [2.08%]
Goodyear Tire & Rubr 7.857% [2.05%]
Click here for Stock Holding Change Map in Leader Short Term Bond Inv Fund (LCCMX)

  

Related books and products to Leader Short Term Bond Inv Fund (LCCMX)

  

Latest News on Leader Short Term Bond Inv (LCCMX)

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