Ladenburg Income & Growth FundLNOCX
Type
Mutual fund
Peer group
Allocation
Net assets
$58.0M
Expense ratio
2.02%
1-year return
+8.5%
3 years, a year
+7.6%
5 years, a year
+3.1%
Holdings
13
What it aims to do.
Investment Objective: The Fund seeks to provide current income and capital preservation with a secondary objective of growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| PIMCO ETF Trust | 18.11% |
| Schwab Strategic Trust | 14.94% |
| Schwab Strategic Trust | 11.27% |
| Vanguard Bond Index Funds | 11.10% |
| Invesco Actively Managed Exchange-Traded Fund Trust | 11.05% |
| Ssga Active Trust | 10.06% |
| Fidelity Covington Trust | 4.92% |
| American Century ETF Trust | 4.18% |
| Wisdomtree Trust | 4.02% |
| J P Morgan Exchange Traded Fund Trust | 3.94% |
More on LNOCX.
- LNOCX overview
- LNOCX holdings
- LNOCX risk
- LNOCX costs
- LNOCX money in and out
- LNOCX share classes
- Compare LNOCX 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.