LNCIX : Ladenburg Income Fund Class I

LNCIX is a Allocation Market All-In-One with MODERATE fees.

LNCIX

Ladenburg Income Fund Class I

FI Score

29 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

29% FI Score
  • lncix
  • Mutual Fund
  • Allocation
  • All-In-One

Ladenburg Income Fund Class I

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks to provide current income and capital preservation. The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange traded notes ("ETNs") and mutual funds. Its adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 0-30%; Fixed Income 50-90%; Alternatives 0-20%. The fund may invest up to 15% of its net assets in underlying funds that primarily invest in foreign securities.

Largest Holdings

Amount Holding
28.07% SPDR® DoubleLine Total Return Tact ETF
18.30% Vanguard Interm-Term Bond ETF
17.61% Vanguard Short-Term Bond ETF
10.21% Schwab US Large-Cap Growth ETF™
9.15% iShares Short-Term Corporate Bond ETF
6.23% Schwab US Large-Cap Value ETF™
3.22% JPMorgan Hedged Equity I
2.04% Vanguard Mid-Cap Growth ETF
1.67% Vanguard Mid-Cap Value ETF

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