LPBCX
ActiveLPBCX
Expense Ratio
1.59%
Annual Cost per $10K
$159.00
30-Year Fee Drag per $10K
$27,543
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+19.56%
Asset Allocation
No allocation data available
Fee Comparison
LPBCX
1.59%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of September 2024 · Updated quarterly
+6.38%3Y
Compare to
Fee Impact Calculator
$
%
LPBCX at 1.59%$242,898
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$137,714
Cost vs index fund−$134,526
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