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 123 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
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	LCTIX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	LCTIX vs TIBDX
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 86. There are 2 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	LCTIX vs HOBIX
GUGAX	GMO Multi-Sector Fixed Income Fund	89	—	Apr 1997	LCTIX vs GUGAX
MDVAX	MassMutual Diversified Bond Fund	82	—	May 1999	LCTIX vs MDVAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	81	—	Jul 2010	LCTIX vs LCTRX
AMFIX	AAMA Income Fund	77	—	Jun 2017	LCTIX vs AMFIX

Top Performing LCTIX Alternatives (YTD)

LCTIX is at 1.41% YTD. There are 6 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.50%.

Symbol	Name	YTD Return	AUM	Inception
NPCT	Nuveen Core Plus Impact Fund	2.50%	—	Apr 2021	LCTIX vs NPCT
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	LCTIX vs HOBIX
MDVAX	MassMutual Diversified Bond Fund	2.33%	—	May 1999	LCTIX vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	1.90%	—	Feb 1984	LCTIX vs PGSIX
AAIIX	Ancora Income Fund	1.60%	—	Jan 2004	LCTIX vs AAIIX

Lowest Volatility Alternatives to LCTIX

LCTIX has 2.10% 1-year volatility. There are 4 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.17%	—	Jun 2017	LCTIX vs AMFIX
ARINX	Archer Income Fund	1.83%	—	Mar 2011	LCTIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.05%	—	Jul 2010	LCTIX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.05%	—	Jul 2016	LCTIX vs HOBIX
GUGAX	GMO Multi-Sector Fixed Income Fund	2.51%	—	Apr 1997	LCTIX vs GUGAX

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	-1.00%	—	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

Other Mutual Funds from Leader

The 1 most viewed Leader mutual funds shown here include LCCMX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LCCMX	Leader Short Term High Yield Bond Fund	Short-Term Bond	77	3.65%	—	Jul 2005	LCTIX vs LCCMX

Often Compared With LCTIX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	44	0.43%	—	Dec 2006	LCTIX vs LMSMX
TSHFX	Transamerica Asset Allocation Short Horizon	Intermediate Core-Plus Bond	25	0.42%	—	Sep 2000	LCTIX vs TSHFX
DCPYX	BNY Mellon Core Plus Fund	Intermediate Core-Plus Bond	15	-0.72%	—	Dec 2010	LCTIX vs DCPYX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	19	-0.56%	—	Mar 1996	LCTIX vs SAVYX
GPINX	Guidepath Income Fund	Intermediate Core-Plus Bond	10	-1.40%	—	Apr 2018	LCTIX vs GPINX
CPBYX	Invesco Core Plus Bond Fund	Intermediate Core-Plus Bond	20	-0.76%	—	Jun 2009	LCTIX vs CPBYX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	31	0.31%	—	Apr 2016	LCTIX vs BILDX
HABYX	The Hartford Total Return Bond Fund	Intermediate Core-Plus Bond	15	-0.89%	—	Jul 1996	LCTIX vs HABYX
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	13	-0.92%	—	Dec 2000	LCTIX vs PBMPX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	28	1.44%	—	Jul 2015	LCTIX vs TNUIX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	17	-0.74%	—	Nov 2011	LCTIX vs GIBIX
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	12	-1.10%	—	Dec 1997	LCTIX vs SAMFX
IIBAX	Voya Intermediate Bond Fund	Intermediate Core-Plus Bond	9	-0.94%	—	Dec 1998	LCTIX vs IIBAX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	6	-2.40%	—	Mar 2016	LCTIX vs ANBAX
MRBIX	MFS Total Return Bond Fund	Intermediate Core-Plus Bond	16	-0.73%	—	Jan 1999	LCTIX vs MRBIX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	13	-0.87%	—	Aug 1987	LCTIX vs ACGYX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	15	-0.77%	—	Dec 2007	LCTIX vs BCPIX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	15	-0.97%	—	Nov 1973	LCTIX vs JHNBX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	50	1.08%	—	Sep 2007	LCTIX vs SEATX
STYAX	Allspring Core Plus Bond Fund	Intermediate Core-Plus Bond	16	-0.77%	—	Jul 1998	LCTIX vs STYAX

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