Ladenburg Income FundLNCIX
Type
Mutual fund
Peer group
Allocation
Net assets
$9.4M
Expense ratio
1.15%
1-year return
+7.5%
3 years, a year
+6.8%
5 years, a year
+2.7%
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 LNCIX.
- LNCIX overview
- LNCIX holdings
- LNCIX risk
- LNCIX costs
- LNCIX money in and out
- LNCIX share classes
- Compare LNCIX 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.