LNCIX Mutual Fund

LNCIX Mutual Fund (Ladenburg Income Fund Class I) is managed by Ladenburg Thalmann with $8.1M in net assets. LNCIX expense ratio is 1.15%, holding 14 positions across sectors including Financials. Inception date: 2015-08-24.

LNCIX performance shows a YTD return of 3.40%. The 1-year return is 6.44% and the 5-year return is 2.74%. LNCIX dividend yield stands at 3.49%, paid monthly.

LNCIX top holdings include Pimco Active Bond Etf (22.1%), Vanguard Intermediate-Term B (18.1%), Spdr Doubleline Tr Tact E (16.1%), Invesco Total Return Bond ETF (13.1%), First Trust Global Tactic (5.2%). Go to all LNCIX holdings, LNCIX sectors, or LNCIX dividends.

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