Leader Capital Short Term High Yield Bond FundLCCIX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$181.2M
Expense ratio
1.25%
1-year return
+8.9%
3 years, a year
+13.5%
5 years, a year
+5.9%
Holdings
75
What it aims to do.
The primary investment objective of the Leader Capital Short Term High Yield Bond Fund (High Yield Fund or the Fund) is to deliver a high level of current income,
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Fidelity Government Portfolio | 4.90% |
| OBDC Blue Owl Capital Corp | 3.56% |
| Octagon 69 Ltd | 3.33% |
| OZLM XIV Ltd | 2.82% |
| FLG Flagstar Bank NA | 2.79% |
| HONO 2021-LULU Mortgage Trust | 2.71% |
| OWL Blue Owl Capital Inc | 2.69% |
| Rad CLO 20 Ltd | 2.63% |
| Allegro CLO V-S Ltd | 2.49% |
| Rockford Tower CLO 2021-3 Ltd | 2.43% |
More on LCCIX.
- LCCIX overview
- LCCIX holdings
- LCCIX risk
- LCCIX costs
- LCCIX money in and out
- LCCIX share classes
- Compare LCCIX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.