Lincoln Inflation Plus FundLFTAX

MUTUAL FUNDLincoln
Type
Mutual fund
Peer group
Alternative
Net assets
$13.1M
Expense ratio
1.37%
1-year return
+27.3%
3 years, a year
—
5 years, a year
—
Holdings
117

What it aims to do.

The investment objective of the Lincoln Inflation Plus Fund (Fund) is to seek a total return that exceeds the rate of inflation over an economic cycle (generally, rolling three-to-five-year periods).

Top 10 holdings.

Holding% of fund
abrdn Bloomberg All Commodity Strategy K-1 Free ETF10.29%
United States Treasury9.54%
United States Treasury7.87%
United States Treasury7.61%
JOBY Nota Do Tesouro Nacional5.91%
United States Treasury5.73%
United States Treasury4.57%
GLDM SPDR Gold MiniShares Trust4.56%
United States Treasury3.81%
JOBY Mex Bonos Desarr Fix Rt3.17%

More on LFTAX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.