LFTEX Mutual Fund
LFTEX Mutual Fund
Lincoln Inflation Plus Fund Class I
LFTEX Mutual Fund Overview
LFTEX Mutual Fund (Lincoln Inflation Plus Fund Class I) is managed by Lincoln National. LFTEX expense ratio is 1.12%, holding 96 positions across sectors including Other, Financials, Materials. Inception date: 2024-09-30.
LFTEX performance shows a YTD return of 10.45%. The 1-year return is 21.78%. LFTEX dividend yield stands at 9.80%, paid quarterly.
LFTEX top holdings include Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf (9.4%), Treasury Bill 0% Apr 09, 2026 (7.0%), Spdr Gold Minishares Trust (Nyse Arca) (6.2%), Southern California Gas Co 5.05%09/01/2034 (4.3%), Brazil Notas Do Tesouro Nacional Serie F (3.8%). View all LFTEX holdings, sector breakdown, or dividend history.
LFTEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LFTEX alternatives are available via the screener, along with tax-loss harvesting opportunities.