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LCMCX Leader Short-Term Bond C

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Fund LCMCX Leader Short-Term Bond C LCCMX Leader Short-Term Bond Inv LCTRX Leader Total Return Investor  
Similarity
?
100% 100% 92%
Annual Fees
?
$196.16
(1.92% Exp. Ratio)
$145.08
(1.42% Exp. Ratio)
$158.36
(1.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$10,635.83 $12,388.59 $11,907.73
Est. savings over 30 yrs +$1,752.77 +$1,271.91
Return
As of 11/30/16
1 YR RETURN -3.60%
3 YR -1.58%
5 YR 1.55%
10 YR 2.22%
1 YR RETURN -3.12%
3 YR -1.09%
5 YR 2.06%
10 YR 2.73%
1 YR RETURN 0.23%
3 YR -0.45%
5 YR 4.13%
10 YR --
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.
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.
The investment seeks income and capital appreciation to produce a high total return. The fund seeks to achieve its investment objective by investing primarily in domestic and foreign fixed income securities of various maturities and credit qualities that are denominated in U.S. dollars or foreign currencies. Fixed income security types include bonds, notes and debentures issued by corporations, governments and their agencies or instrumentalities as well as mortgage-backed securities and asset-backed securities. It invests primarily in investment-grade securities, but may invest up to 40% of its total assets in high yield securities.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

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".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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