Ladenburg Income FundLNCAX
Type
Mutual fund
Peer group
Allocation
Net assets
$9.4M
Expense ratio
1.30%
1-year return
+7.3%
3 years, a year
+6.7%
5 years, a year
+2.6%
Holdings
13
What it aims to do.
Investment Objective: The Fund seeks to provide current income and capital preservation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| PIMCO ETF Trust | 21.93% |
| Vanguard Bond Index Funds | 18.00% |
| Ssga Active Trust | 14.94% |
| Invesco Actively Managed Exchange-Traded Fund Trust | 12.95% |
| Schwab Strategic Trust | 8.93% |
| Schwab Strategic Trust | 5.70% |
| J P Morgan Exchange Traded Fund Trust | 4.01% |
| Fidelity Covington Trust | 3.04% |
| First American Funds Inc. | 2.21% |
| American Century ETF Trust | 2.11% |
More on LNCAX.
- LNCAX overview
- LNCAX holdings
- LNCAX risk
- LNCAX costs
- LNCAX money in and out
- LNCAX share classes
- Compare LNCAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.