“We are committed to shareholders and our focus on performance,” said John Lekas, CEO of Leader Capital and senior portfolio manager.
PORTLAND, Ore. (PRWEB) February 21, 2018
Leader Capital has declared monthly dividends paid on three funds for January 2018. Ex-Dividend date of 01/31/2018. “We are committed to shareholders and our focus on performance,” said John Lekas, CEO of Leader Capital and senior portfolio manager. Additionally, Leader Capital is pleased to mark the one-year anniversary of its Floating Rate Fund (LFIFX / LFVFX) which has performed well over the last year and is the only investment grade floating rate fund in the Morningstar Bank Loan category.
Short Term Bond Fund
LCCMX: Investor 0.02282
LCCIX: Institutional 0.03060
LCAMX: Class A 0.02341
LCMCX: Class C 0.01986
Total Return Fund
LCTRX: Investor 0.01881
LCTIX: Institutional 0.02128
LCATX: Class A 0.02731
LCCTX: Class C 0.01276
Floating Rate Fund
LFVFX : Investor Class 0.16280
LFIFX : Institutional 0.02141
ABOUT LEADER CAPITAL
Leader Capital was founded by John Lekas in 1997 and began managing fixed income mutual funds in 2005. The firm is based in Portland, Oregon and is 100% employee owned. The firm currently offers three products: 1) Short Term Bond Fund, 2) Total Return Fund and 3) Floating Rate Fund. Founder John Lekas is an Oregon native. He grew up in Portland, Oregon and attended the University of Oregon studying finance. He paid his way through college by fighting forest fires and working on fishing boats and in lumber mills. After landing a broker job at A.G. Edwards & Sons in 1986, Lekas studied the markets and worked his way up to portfolio manager at Smith Barney and eventually opened his own investment advisory. In 2005, his career took another twist when he opted to move away from individual accounts and launch a mutual fund. The company has not looked back as it is entering its 12th year of business in the fixed income mutual fund space.
7412 SW Beaverton Hillsdale Hwy., Portland, OR 97225
503-294-1010 | mary(at)leadercapital(dot)com
Important Risks: Bonds offer a relatively stable level of income, although bond prices will fluctuate providing the potential for principal gain or loss. Intermediate-term, higher quality bonds generally offer less risk than longer term bonds and a lower rate of return.
Generally, a fund’s fixed income securities will decrease in value if interest rates rise and vice versa. Mortgage-backed investments involve risk of loss due to prepayments and, like any bond, due to default. Because the sensitivity of mortgage-related securities to changes in interest rates, a fund’s performance may be more volatile than if it did not hold these securities.
Foreign Investments can be riskier than U.S. investments. Potential risks include currency risk that may result from unfavorable exchange rates, liquidity risk if decreased demand for a security makes it difficult to sell at a desired price, and risks that stem from substantially lower trading volume on foreign markets. These risks are generally greater for investments in emerging markets, which are also subject to greater price volatility, and custodial and regulatory risks.
The Fund's past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-711-9164.
This material must be preceded or accompanied by a prospectus. An investor should consider the Fund’s objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the Fund’s prospectus. For more information please call 800-269- 8810. Please read the prospectus carefully before investing.
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