Skip to Content

Leader Cptl Leader Hi Qual Fltng RtInstl LCTIX

Quantitative rating as of
NAV / 1-Day Return
10.84  /  0.09 %
Total Assets
46.6 Mil
Adj. Expense Ratio
1.880%
Expense Ratio
1.880%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.00%
Effective Duration

Morningstar’s Analysis LCTIX

Will LCTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

Strength in the People Pillar isn't sufficient for Leader Cptl Leader Hi Qual Fltng RtInstl to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Unlock our full analysis with Morningstar Investor