Ladenburg Income FundLNCCX

MUTUAL FUNDLadenburg Thalman
Type
Mutual fund
Peer group
Allocation
Net assets
$9.4M
Expense ratio
2.05%
1-year return
+5.2%
3 years, a year
+5.2%
5 years, a year
+1.4%
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 Trust21.93%
Vanguard Bond Index Funds18.00%
Ssga Active Trust 14.94%
Invesco Actively Managed Exchange-Traded Fund Trust12.95%
Schwab Strategic Trust8.93%
Schwab Strategic Trust5.70%
J P Morgan Exchange Traded Fund Trust4.01%
Fidelity Covington Trust3.04%
First American Funds Inc.2.21%
American Century ETF Trust2.11%

More on LNCCX.

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