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 120 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 94. 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...	92	—	Jul 2010	LCTIX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	82	—	May 1999	LCTIX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	76	—	Apr 1997	LCTIX vs GUGAX
AMFIX	AAMA Income Fund	57	—	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 2.68%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	2.68%	—	Jul 2015	LCTIX vs TNUIX
PGSIX	Putnam Mortgage Securities Fund	2.64%	—	Feb 1984	LCTIX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.47%	—	May 1999	LCTIX vs MDVAX
NPCT	Nuveen Core Plus Impact Fund	2.41%	—	Apr 2021	LCTIX vs NPCT
HOBIX	Holbrook Income Fund Class I	2.22%	—	Jul 2016	LCTIX vs HOBIX

Lowest Volatility Alternatives to LCTIX

LCTIX has 2.02% 1-year volatility. There are 3 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.12%	—	Jun 2017	LCTIX vs AMFIX
ARINX	Archer Income Fund	1.80%	—	Mar 2011	LCTIX vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.96%	—	Jul 2010	LCTIX vs LCTRX
HOBIX	Holbrook Income Fund Class I	2.02%	—	Jul 2016	LCTIX vs HOBIX
GUGAX	GMO Multi-Sector Fixed Income Fund	2.80%	—	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	-1.16%	—	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 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	36	0.70%	—	Dec 2006	LCTIX vs LMSMX
TSHFX	Transamerica Asset Allocation Short Horizon	Intermediate Core-Plus Bond	38	1.31%	—	Sep 2000	LCTIX vs TSHFX
DCPYX	BNY Mellon Core Plus Fund	Intermediate Core-Plus Bond	21	0.45%	—	Dec 2010	LCTIX vs DCPYX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	28	0.52%	—	Mar 1996	LCTIX vs SAVYX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	19	1.53%	—	Jan 2004	LCTIX vs AAIIX
CPBYX	Invesco Core Plus Bond Fund	Intermediate Core-Plus Bond	31	0.39%	—	Jun 2009	LCTIX vs CPBYX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	38	0.75%	—	Apr 2016	LCTIX vs BILDX
GPINX	Guidepath Income Fund	Intermediate Core-Plus Bond	13	-0.48%	—	Apr 2018	LCTIX vs GPINX
HABYX	The Hartford Total Return Bond Fund	Intermediate Core-Plus Bond	21	0.18%	—	Jul 1996	LCTIX vs HABYX
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	18	0.19%	—	Dec 2000	LCTIX vs PBMPX
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	16	-0.09%	—	Dec 1997	LCTIX vs SAMFX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	24	0.21%	—	Nov 2011	LCTIX vs GIBIX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	6	-1.52%	—	Mar 2016	LCTIX vs ANBAX
IIBAX	Voya Intermediate Bond Fund	Intermediate Core-Plus Bond	14	0.18%	—	Dec 1998	LCTIX vs IIBAX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	18	0.15%	—	Aug 1987	LCTIX vs ACGYX
MRBIX	MFS Total Return Bond Fund	Intermediate Core-Plus Bond	23	0.31%	—	Jan 1999	LCTIX vs MRBIX
STYAX	Allspring Core Plus Bond Fund	Intermediate Core-Plus Bond	21	0.27%	—	Jul 1998	LCTIX vs STYAX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	21	0.17%	—	Nov 1973	LCTIX vs JHNBX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	46	2.21%	—	Sep 2007	LCTIX vs SEATX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	32	0.46%	—	Nov 2018	LCTIX vs TGRNX

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.

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