Lincoln U.S. Equity Income Maximizer FundLFTOX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$18.9M
Expense ratio
1.32%
1-year return
+29.4%
3 years, a year
—
5 years, a year
—
Holdings
124
What it aims to do.
The investment objective of the Lincoln U.S. Equity Income Maximizer Fund (Fund) is to seek a high level of current income with long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 7.95% |
| AAPL Apple Inc | 6.71% |
| GOOG Alphabet Inc | 6.51% |
| MSFT Microsoft Corp | 4.84% |
| AMZN Amazon.com Inc | 4.11% |
| AVGO Broadcom Inc | 3.47% |
| CAT Caterpillar Inc | 2.20% |
| META Meta Platforms Inc | 2.15% |
| JPM JPMorgan Chase & Co | 2.00% |
| TSLA Tesla Inc | 1.76% |
More on LFTOX.
- LFTOX overview
- LFTOX holdings
- LFTOX risk
- LFTOX costs
- LFTOX money in and out
- LFTOX share classes
- Compare LFTOX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.