Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) 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 LCTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LCTRX
LCTRX charges 2.33% annually. There are 127 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | LCTRX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | LCTRX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | LCTRX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | LCTRX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | LCTRX vs BCPIX |
Best Risk-Adjusted Alternatives to LCTRX
LCTRX has a PortfoliosLab risk / return rank of 94. There are 2 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | LCTRX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | LCTRX vs LCTIX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | LCTRX vs GUGAX | |
| MassMutual Diversified Bond Fund | 88 | — | May 1999 | LCTRX vs MDVAX | |
| AAMA Income Fund | 72 | — | Jun 2017 | LCTRX vs AMFIX |
Top Performing LCTRX Alternatives (YTD)
LCTRX is at 1.87% YTD. There are 8 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.56% | — | Apr 2021 | LCTRX vs NPCT | |
| 1290 Diversified Bond Fund | 3.25% | — | Jul 2015 | LCTRX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.69% | — | May 1999 | LCTRX vs MDVAX | |
| Holbrook Income Fund Class I | 2.55% | — | Jul 2016 | LCTRX vs HOBIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.44% | — | Sep 2007 | LCTRX vs SEATX |
Lowest Volatility Alternatives to LCTRX
LCTRX has 1.96% 1-year volatility. There are 2 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.15% | — | Jun 2017 | LCTRX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | LCTRX vs ARINX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | LCTRX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | LCTRX vs HOBIX | |
| GMO Multi-Sector Fixed Income Fund | 2.65% | — | Apr 1997 | LCTRX vs GUGAX |
Lowest Drawdown Alternatives to LCTRX
LCTRX 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | LCTRX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | LCTRX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | LCTRX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | LCTRX vs LCTIX | |
| Archer Income Fund | -1.57% | — | Mar 2011 | LCTRX 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 | |
|---|---|---|---|---|---|---|---|
| Leader Short Term High Yield Bond Fund | Short-Term Bond | 82 | 4.03% | — | Jul 2005 | LCTRX vs LCCMX |
Often Compared With LCTRX
Investors most often compare LCTRX with RCTIX, AAIIX, FISPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LCTRX with Any Fund or Stock
Compare LCTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LCTRX with funds that move differently
Leader Capital High Quality Floating Rate Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LCTRX.
Explore LCTRX Diversifiers