LNCAX Mutual Fund

NAV$11.29

AUM$244,995.85

TER1.30%

Holdings13

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LNCAX Mutual Fund

NAV$11.29

Ladenburg Income Fund Class A

AUM$244,995.85

TER1.30%

Holdings13

See how much of LNCAX you already own

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing the top 10 of 13 holdings · as of Mar 31, 2026

Top 10 weight

93.82%

LNCAX top 10 holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	Debt	Pimco Active Bond Etf	21.93%	21.9%	22,349	$2.06M	-	-
2	BIV	Vanguard Intermediate-Term B	18.00%	39.9%	21,939	$1.69M	-	-
3	TOTL	Spdr Doubleline Tr Tact E	14.94%	54.9%	35,354	$1.40M	-	-
4	Debt	Invesco Total Return Bond ETF	12.95%	67.8%	26,002	$1.22M	-	-
5	SCHV	Schwab Us Large-cap Value ETFFinancials · Capital Markets	8.93%	76.8%	27,542	$840.0K	Financials	Capital Markets
6	SCHG	Schwab U.s. Large-cap Growth EtfFinancials · Capital Markets	5.70%	82.5%	18,404	$536.1K	Financials	Capital Markets
7	HELO	JPMorgan Hedged Equity Laddered Overlay Etf	4.01%	86.5%	5,904	$377.3K	-	-
8	FIENX	Fidelity Covington Trustfidelity Enhanced International Etf	3.04%	89.5%	7,686	$285.9K	-	-
9	FGXXX	First American Government Obligations FundFinancials · Capital Markets	2.21%	91.7%	-	$207.7K	Financials	Capital Markets
10	AVUV	Avantis US S/C	2.11%	93.8%	1,800	$198.8K	-	-
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Themes in the top 10

ETF ProvidersAsset ManagementGlobal BankingInvestment TechnologyInterest RatesConsumer SpendingArtificial IntelligenceSemiconductorsInflation Protection

LNCAX Mutual Fund Top Holdings

LNCAX holdings top 10 positions. The top 10 holdings account for 93.8% of the fund, led by Pimco Active Bond Etf at 21.9%, Vanguard Intermediate-Term B at 18.0%, Spdr Doubleline Tr Tact E at 14.9%.

LNCAX portfolio concentration is relatively high, with the top 10 representing 93.8% of total assets. The largest sector exposure is Financials at 18.8%.

LNCAX sectors provide a detailed breakdown. LNCAX overlap shows how holdings compare to other funds in your portfolio.