LNOIX : Ladenburg Income & Growth Fund Class I

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

LNOIX

Ladenburg Income & Growth Fund Class I

FI Score

32 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

32% FI Score
  • lnoix
  • Mutual Fund
  • Allocation
  • All-In-One

Ladenburg Income & Growth 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 with a secondary objective of growth of capital. The fund seeks to achieve its investment objective by investing in a combination of equity, fixed income and alternative strategy ETFs, ETNs and mutual funds. Its adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 20-50%; Fixed Income 40-70%; Alternatives 0-20%. The fund may invest up to 25% of its net assets in underlying funds that primarily invest in foreign securities.

Largest Holdings

Amount Holding
19.94% SPDR® DoubleLine Total Return Tact ETF
19.69% Vanguard Short-Term Bond ETF
17.04% Schwab US Large-Cap Growth ETF™
11.91% Schwab US Large-Cap Value ETF™
10.96% Vanguard Interm-Term Bond ETF
4.30% JPMorgan Hedged Equity I
4.11% Vanguard Mid-Cap Growth ETF
3.05% iShares Short-Term Corporate Bond ETF
2.52% Vanguard Mid-Cap Value ETF
1.71% iShares Core MSCI Emerging Markets ETF

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