LPBRX
ActiveLPBRX
Expense Ratio
1.04%
Annual Cost per $10K
$104.00
30-Year Fee Drag per $10K
$19,334
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+20.26%
Asset Allocation
No allocation data available
Fee Comparison
LPBRX
1.04%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of September 2024 · Updated quarterly
+8.14%3Y
Compare to
Fee Impact Calculator
$
%
LPBRX at 1.04%$283,941
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$96,672
Cost vs index fund−$93,483
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