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LCAMX Leader Short-Term Bond A

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Fund LCAMX Leader Short-Term Bond A
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Similarity
?
100%
Annual Fees
?
$145.09
(1.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.18% annual return
$12,428.30
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN -3.15%
3 YR -1.11%
5 YR 2.06%
10 YR 2.73%
Description
The investment seeks to deliver a high level of current income, with a secondary objective of capital appreciation. The manager expects to achieve its objectives by investing in a portfolio of investment grade debt securities and non-investment grade (also known as "junk bonds") debt securities, both domestic and foreign, including emerging markets. Fixed income securities in which the fund may invest include foreign and domestic bonds, notes, corporate debt, U.S. and foreign government securities, domestic municipal securities, asset-backed securities and STRIPS. The fund's effective average duration will normally be three years or less.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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