LFTPX Mutual Fund

LFTPX Mutual Fund

NAV$13.14
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Fund Essentials - as of Apr 30, 2026

Net Assets
-
Expense Ratio
1.07%
Dividend Yield (Current)
0.37%
Holdings
124
Inception Date
Sep 30, 2024
Fund Family
Lincoln National
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+7.35%
1 Year+17.50%

Asset Allocation

Stocks: 99.84%
Bonds: 0.44%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.95%
AAPLApple, Inc6.71%
GOOGAlphabet Inc. C6.51%
MSFTMicrosoft Corp4.84%
AMZNAmazon.Com Inc4.11%
Top 10 Concentration: 41.70%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
0.37%
Frequency
Semi-Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LFTPX Mutual Fund Overview

LFTPX Mutual Fund (Lincoln US Equity Income Maximizer Fund Class I) is managed by Lincoln National. LFTPX expense ratio is 1.07%, holding 124 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2024-09-30.

LFTPX performance shows a YTD return of 7.35%. The 1-year return is 17.50%. LFTPX dividend yield stands at 0.37%, paid semi-annually.

LFTPX top holdings include Nvidia Corp. (8.0%), Apple, Inc (6.7%), Alphabet Inc. C (6.5%), Microsoft Corp (4.8%), Amazon.Com Inc (4.1%). Go to all LFTPX holdings, LFTPX sectors, or LFTPX dividends.

LFTPX can be compared against other funds. Use LFTPX overlap to find shared positions, or LFTPX vs another fund for a side-by-side view. LFTPX alternatives are available via the screener, along with tax-loss harvesting opportunities.