Leader Short Term Bond Fund - Investor Share
This fund is suitable for:
The Leader Short Term Bond Fund seeks to deliver a high level of current income, with a secondary objective of capital appreciation. Leader Capital uses a proprietary risk reward model for all of its purchases. Based on treasury yield projections and spread projections Leader Capital purchases securities that maximize potential return for a given level of risk.
*As of 9/30/14 The Leader Short-Term Bond Fund Institutional Share Class received an overall Morningstar rating of 5 stars out of the 428 funds in the Short Term Bond Category. The A Share, C Share, and Investor Share received an overall Morningstar rating of 4 stars out of the 428 funds in the Short Term Bond Category. Ratings for the last three years are 5 Stars for all share classes out of 428 funds, Ratings for the last five years are 5 stars out of the 362 funds in the Short Term Bond Category for the institutional share, and 4 stars for the A Share, C Share, and Investor Share.††
Five Year Performance:
As of | USD
One Year Performance:
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent quarter end may be obtained by clicking here.
††For the period ending 9/30/2014 the Leader Short Term Bond Fund was rated against the following numbers of U.S-domiciled Short Term Bond funds over the following time periods: Overall 5 Stars out of 428 funds for the Institutional Share, Overall 4 stars out of 428 funds for the A Share, C Share, and Investor Share, Ratings for the last three years are 5 Stars for all share classes out of 428 funds, Ratings for the last five years out of 362 funds are 5 stars for the Institutional Share, and 4 stars for the A Share, C Share, and Investor Share. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.
John Lekas- Senior Portfolio Manager
Scott Carmack- Portfolio Manager
The Funds are distributed by Foreside Distribution Services, LP.