LCTIX Alternatives & Similar Mutual Funds

Leader Capital High Quality Income Fund Institutional Shares (LCTIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LCTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LCTIX

LCTIX charges 1.08% annually. There are 118 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	LCTIX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	LCTIX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	LCTIX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	LCTIX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	LCTIX vs BCOIX

Best Risk-Adjusted Alternatives to LCTIX

LCTIX has a PortfoliosLab risk / return rank of 92. There is 1 mutual fund in the Intermediate Core-Plus Bond category with a higher risk-adjusted rank, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	LCTIX vs HOBIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	90	—	Jul 2010	LCTIX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	LCTIX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	LCTIX vs GUGAX
AMFIX	AAMA Income Fund	72	—	Jun 2017	LCTIX vs AMFIX

Top Performing LCTIX Alternatives (YTD)

LCTIX is at 2.03% YTD. There are 6 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	2.89%	—	Feb 1984	LCTIX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	LCTIX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.43%	—	Jul 2016	LCTIX vs HOBIX
AAIIX	Ancora Income Fund	2.39%	—	Jan 2004	LCTIX vs AAIIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.21%	—	Sep 2007	LCTIX vs SEATX

Lowest Volatility Alternatives to LCTIX

LCTIX has 1.97% 1-year volatility. There are 4 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	LCTIX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	LCTIX vs ARINX
SMTRX	ALPS/Smith Total Return Bond Fund	1.90%	3.25B	Jun 2018	LCTIX vs SMTRX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	LCTIX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.01%	—	Jul 2016	LCTIX vs HOBIX

Lowest Drawdown Alternatives to LCTIX

LCTIX has a 1-year max drawdown of -1.17%. There are 3 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	LCTIX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	LCTIX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	LCTIX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	LCTIX vs LCTRX
ARINX	Archer Income Fund	-1.57%	—	Mar 2011	LCTIX vs ARINX

Often Compared With LCTIX

Investors most often compare LCTIX with SAVYX, DCPYX, CPBYX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	33	0.82%	—	Mar 1996	LCTIX vs SAVYX
DCPYX	BNY Mellon Core Plus Fund	Intermediate Core-Plus Bond	26	0.78%	—	Dec 2010	LCTIX vs DCPYX
CPBYX	Invesco Core Plus Bond Fund	Intermediate Core-Plus Bond	36	0.82%	—	Jun 2009	LCTIX vs CPBYX
TSHFX	Transamerica Asset Allocation Short Horizon	Intermediate Core-Plus Bond	48	1.67%	—	Sep 2000	LCTIX vs TSHFX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	43	1.11%	—	Dec 2006	LCTIX vs LMSMX
GPINX	Guidepath Income Fund	Intermediate Core-Plus Bond	18	-0.13%	—	Apr 2018	LCTIX vs GPINX
HABYX	The Hartford Total Return Bond Fund	Intermediate Core-Plus Bond	25	0.51%	—	Jul 1996	LCTIX vs HABYX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	47	0.86%	—	Apr 2016	LCTIX vs BILDX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	27	1.96%	—	Jul 2015	LCTIX vs TNUIX
NPCT	Nuveen Core Plus Impact Fund	Intermediate Core-Plus Bond	4	2.11%	—	Apr 2021	LCTIX vs NPCT
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	7	-0.70%	—	Mar 2016	LCTIX vs ANBAX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	30	0.59%	—	Nov 2011	LCTIX vs GIBIX
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	21	0.35%	—	Dec 1997	LCTIX vs SAMFX
IIBAX	Voya Intermediate Bond Fund	Intermediate Core-Plus Bond	19	0.53%	—	Dec 1998	LCTIX vs IIBAX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	23	0.63%	—	Aug 1987	LCTIX vs ACGYX
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	22	0.19%	—	Dec 2000	LCTIX vs PBMPX
STYAX	Allspring Core Plus Bond Fund	Intermediate Core-Plus Bond	27	0.45%	—	Jul 1998	LCTIX vs STYAX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	26	0.39%	—	Nov 1973	LCTIX vs JHNBX
HABDX	Harbor Core Plus Fund	Intermediate Core-Plus Bond	30	0.68%	—	Dec 1987	LCTIX vs HABDX
MRBIX	MFS Total Return Bond Fund	Intermediate Core-Plus Bond	27	0.52%	—	Jan 1999	LCTIX vs MRBIX

Compare LCTIX with Any Fund or Stock

Compare LCTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair LCTIX with funds that move differently

Leader Capital High Quality Income Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LCTIX.

Explore LCTIX Diversifiers

Leader Capital High Quality Income Fund Institutional Shares (LCTIX) Alternatives