Ladenburg Income & Growth FundLNOIX
Type
Mutual fund
Peer group
Allocation
Net assets
$58.0M
Expense ratio
1.12%
1-year return
+9.6%
3 years, a year
+8.6%
5 years, a year
+4.1%
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 LNOIX.
- LNOIX overview
- LNOIX holdings
- LNOIX risk
- LNOIX costs
- LNOIX money in and out
- LNOIX share classes
- Compare LNOIX 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.