Leader Short Term Bond Fund Quote
| LCCMX Fund | USD 8.20 0.02 0.24% |
Performance25 of 100
| Odds Of DistressLess than 14
|
Leader Short-term is trading at 8.20 as of the 23rd of April 2024; that is -0.24 percent decrease since the beginning of the trading day. The fund's open price was 8.22. Leader Short-term has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Leader Short Term Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of May 2022 and ending today, the 23rd of April 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in non-investment grade bonds which the advisor defines as securities rated lower than Baa3 by Moodys Investors Service BBB- by Standard Poors Ratings Group, Fitch BBB-, or, if unrated, as determined by the Advisor to be of comparable quality. More on Leader Short Term Bond
Moving together with Leader Mutual Fund
| 1.0 | LCCIX | Leader Short Term | PairCorr |
| 0.96 | LCTRX | Leader Total Return | PairCorr |
Moving against Leader Mutual Fund
| 0.59 | BXECX | Barings Emerging Markets | PairCorr |
| 0.51 | BXEIX | Barings Emerging Markets | PairCorr |
Leader Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Leader Short-term's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Leader Short-term or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | LEADER Funds, Large Funds, High Yield Bond Funds, High Yield Bond, LEADER (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 17th of May 2023 |
| Fiscal Year End | May |
Leader Short Term Bond [LCCMX] is traded in USA and was established 23rd of April 2024. Leader Short-term is listed under LEADER category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of LEADER family. This fund now has accumulated 22.49 M in assets with no minimum investment requirementsLeader Short Term is currently producing year-to-date (YTD) return of 10.26% with the current yeild of 0.01%, while the total return for the last 3 years was 3.46%.
Check Leader Short-term Probability Of Bankruptcy
Instrument Allocation
Top Leader Short Term Bond Mutual Fund Constituents
| AMLP | Alerian MLP ETF | Etf | Energy Limited Partnership |
| CWB | SPDR Bloomberg Convertible | Etf | Convertibles |
| THOPX | Thompson Bond Fund | Mutual Fund | Short-Term Bond |
Leader Short-term Target Price Odds Analysis
Based on a normal probability distribution, the odds of Leader Short-term jumping above the current price in 90 days from now is about 18.88%. The Leader Short Term Bond probability density function shows the probability of Leader Short-term mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Leader Short-term has a beta of 0.0474. This indicates as returns on the market go up, Leader Short-term average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Leader Short Term Bond will be expected to be much smaller as well. Additionally, leader Short Term Bond has an alpha of 0.0995, implying that it can generate a 0.0995 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Leader Short-term to move above the current price in 90 days from now is about 18.88 (This Leader Short Term Bond probability density function shows the probability of Leader Mutual Fund to fall within a particular range of prices over 90 days) .
Leader Short Term Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Leader Short-term market risk premium is the additional return an investor will receive from holding Leader Short-term long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Leader Short-term. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Leader Short-term's alpha and beta are two of the key measurements used to evaluate Leader Short-term's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2023 | |||
| Standard Deviation | 0.2772 | |||
| Variance | 0.0769 | |||
| Downside Variance | 0.0465 |
Leader Short-term Against Markets
Picking the right benchmark for Leader Short-term mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Leader Short-term mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Leader Short-term is critical whether you are bullish or bearish towards Leader Short Term Bond at a given time. Please also check how Leader Short-term's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Leader Short-term without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Leader Mutual Fund?
Before investing in Leader Short-term, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Leader Short-term. To buy Leader Short-term fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Leader Short-term. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Leader Short-term fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Leader Short Term Bond fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Leader Short Term Bond fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Leader Short Term Bond, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Leader Short Term Bond?
The danger of trading Leader Short Term Bond is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Leader Short-term is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Leader Short-term. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Leader Short Term is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Leader Short Term Bond. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.