Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to LCTRX

LCTRX charges 2.33% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among LCTRX alternatives.

Symbol	Name	Expense Ratio	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	Aug 15, 2005	LCTRX vs MCFIX
SSASX	State Street Income Fund	0.20%	Jan 2, 1980	LCTRX vs SSASX
EINFX	Elfun Income Fund	0.29%	Dec 31, 1984	LCTRX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	Jul 1, 1999	LCTRX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	Sep 29, 2000	LCTRX vs BCOIX

Best Risk-Adjusted Alternatives to LCTRX

Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
HOBIX	Holbrook Income Fund Class I	99	Jul 6, 2016	LCTRX vs HOBIX
AMFIX	AAMA Income Fund	98	Jun 30, 2017	LCTRX vs AMFIX
ARINX	Archer Income Fund	87	Mar 11, 2011	LCTRX vs ARINX
MDVAX	MassMutual Diversified Bond Fund	80	May 3, 1999	LCTRX vs MDVAX
MWIGX	Metropolitan West Investment Grade Credit Fund	80	Jun 29, 2018	LCTRX vs MWIGX

Top Performing LCTRX Alternatives (YTD)

LCTRX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
NPCT	Nuveen Core Plus Impact Fund	3.03%	Apr 28, 2021	LCTRX vs NPCT
GUGAX	GMO Multi-Sector Fixed Income Fund	0.96%	Apr 30, 1997	LCTRX vs GUGAX
PGSIX	Putnam Mortgage Securities Fund	0.88%	Feb 8, 1984	LCTRX vs PGSIX
HOBIX	Holbrook Income Fund Class I	0.82%	Jul 6, 2016	LCTRX vs HOBIX
TGLMX	TCW Total Return Bond Fund	0.57%	Jun 17, 1993	LCTRX vs TGLMX

Lowest Volatility Alternatives to LCTRX

LCTRX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
AMFIX	AAMA Income Fund	0.98%	Jun 30, 2017	LCTRX vs AMFIX
ARINX	Archer Income Fund	1.85%	Mar 11, 2011	LCTRX vs ARINX
HOBIX	Holbrook Income Fund Class I	2.09%	Jul 6, 2016	LCTRX vs HOBIX
TGRNX	TIAA-CREF Green Bond Fund	3.36%	Nov 16, 2018	LCTRX vs TGRNX
BILDX	DoubleLine Infrastructure Income Fund	3.46%	Apr 1, 2016	LCTRX vs BILDX

Lowest Drawdown Alternatives to LCTRX

LCTRX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
HOBIX	Holbrook Income Fund Class I	-0.72%	Jul 6, 2016	LCTRX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	Jun 30, 2017	LCTRX vs AMFIX
ARINX	Archer Income Fund	-1.63%	Mar 11, 2011	LCTRX vs ARINX
MWIGX	Metropolitan West Investment Grade Credit Fund	-2.35%	Jun 29, 2018	LCTRX vs MWIGX
BILDX	DoubleLine Infrastructure Income Fund	-2.43%	Apr 1, 2016	LCTRX vs BILDX

Other Mutual Funds from LEADER

Most popular LEADER mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
LCCMX	Leader Short Term High Yield Bond Fund	Short-Term Bond	79	-2.35%	Jul 14, 2005	LCTRX vs LCCMX

Often Compared With LCTRX

What investors most often compare with LCTRX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	92	-0.97%	Dec 30, 2014	LCTRX vs RCTIX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	-0.31%	Jan 5, 2004	LCTRX vs AAIIX
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	33	-6.96%	Jul 11, 1990	LCTRX vs FISPX
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	70	-4.19%	Mar 26, 1993	LCTRX vs CWGIX
FTBFX	Fidelity Total Bond Fund	Total Bond Market	63	-0.49%	Oct 15, 2002	LCTRX vs FTBFX
WCPNX	Weitz Core Plus Income Fund	Intermediate Core-Plus Bond	58	-0.68%	Jul 31, 2014	LCTRX vs WCPNX
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	81	-1.36%	Mar 30, 2007	LCTRX vs PIMIX
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	70	-0.94%	Nov 17, 2009	LCTRX vs EBABX
PTIAX	Performance Trust Strategic Bond Fund	Intermediate Core-Plus Bond	54	-0.17%	Aug 31, 2010	LCTRX vs PTIAX
FTRFX	Federated Hermes Total Return Bond Fund	Intermediate Core-Plus Bond	55	-1.11%	Oct 1, 1996	LCTRX vs FTRFX
IIBAX	Voya Intermediate Bond Fund	Intermediate Core-Plus Bond	38	-0.79%	Dec 15, 1998	LCTRX vs IIBAX
PINCX	Putnam Income Fund	Intermediate Core-Plus Bond	64	-0.19%	Nov 1, 1954	LCTRX vs PINCX
TOBAX	Touchstone Active Bond Fund	Intermediate Core-Plus Bond	61	-0.66%	Oct 3, 1994	LCTRX vs TOBAX
ACGYX	AB Income Fund	Intermediate Core-Plus Bond	42	-1.08%	Aug 28, 1987	LCTRX vs ACGYX
MRBIX	MFS Total Return Bond Fund	Intermediate Core-Plus Bond	60	-0.47%	Jan 4, 1999	LCTRX vs MRBIX
PTSAX	PIMCO Total Return ESG Fund	Intermediate Core-Plus Bond	45	-1.05%	May 1, 1991	LCTRX vs PTSAX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	65	-0.73%	Nov 30, 2011	LCTRX vs GIBIX
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	42	-1.03%	Dec 6, 2000	LCTRX vs PBMPX
RFCYX	Russell Investments Strategic Bond Fund	Intermediate Core-Plus Bond	47	-0.52%	Jun 22, 2005	LCTRX vs RFCYX
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	50	-0.55%	Dec 30, 1997	LCTRX vs SAMFX

Compare LCTRX with Any Fund or Stock

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

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Leader Capital High Quality Floating Rate Fund Investor Shares

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