About this Fund
Leader Funds Trust is a renowned mutual fund company that has been at the forefront of asset management and investment solutions for a diverse range of investors, providing a comprehensive suite of products and services tailored to meet the unique needs of its clients. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, each designed to cater to distinct investment objectives and risk profiles. By leveraging its expertise in portfolio management, Leader Funds Trust enables investors to create a well-diversified investment portfolio that aligns with their financial goals, whether they are seeking long-term growth, regular income, or capital preservation. The company's investor-centric approach is built around a deep understanding of the needs and aspirations of its clients, with a commitment to delivering personalized investment solutions that foster lasting relationships. Leader Funds Trust also recognizes the importance of systematic investment plans (SIPs) in helping investors achieve their financial objectives, and thus offers flexible SIP options that allow investors to invest a fixed amount of money at regular intervals, thereby promoting discipline and consistency in their investment approach. The company's key strengths lie in its experienced team of investment professionals, its robust research capabilities, and its rigorous risk management framework, all of which combine to provide investors with a high level of confidence in its ability to manage their investments effectively. As a trusted partner in the realm of mutual fund investing, Leader Funds Trust has earned a reputation for its unwavering commitment to transparency, accountability, and investor satisfaction, with a strong track record of delivering value to its clients through a range of investment products and services. By prioritizing the needs of its investors and staying attuned to the evolving landscape of the investment industry, Leader Funds Trust continues to be a preferred choice for those seeking a reliable and knowledgeable guide in navigating the complexities of the financial markets, and its mutual funds have become an integral part of many investors' portfolios, serving as a testament to the company's enduring legacy as a leader in the asset management and investment space. With its extensive range of mutual funds and wealth management solutions, Leader Funds Trust is well-positioned to meet the diverse investment needs of its clients, from individual investors to institutional investors, and its dedication to providing exceptional investment experiences has earned it a loyal clientele and a respected standing within the financial community.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
4 positions
Frequently Asked Questions — Leader Funds Trust
What type of mutual fund is Leader Funds Trust?
Leader Funds Trust is a SEC-registered Equity fund, with $182M in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, Leader Funds Trust holds 4 portfolio positions, all detailed in the holdings table on this page.
What are Leader Funds Trust's assets under management (AUM)?
Leader Funds Trust has $182M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Leader Funds Trust's top holdings?
According to Leader Funds Trust's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
BRC Group Holdings Inc,
Rivian Automotive Inc,
BRC Group Holdings Inc
, among others.
The complete list of all 4 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Leader Funds Trust's expense ratio?
Expense ratio data for Leader Funds Trust is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Leader Funds Trust's SEC filings?
Leader Funds Trust is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001766436.
You can access all of Leader Funds Trust's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0001766436).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Leader Funds Trust's holdings data on StockSifting?
Holdings data for Leader Funds Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.