LNCIX Mutual Fund

LNCIX Mutual Fund (Ladenburg Income Fund Class I) is managed by Ladenburg Thalmann with $8.8M in net assets. LNCIX expense ratio is 1.15%, holding 13 positions across sectors including Financials. Inception date: 2015-08-24.

LNCIX performance shows a YTD return of 2.40%. The 1-year return is 7.31% and the 5-year return is 2.65%. LNCIX dividend yield stands at 3.47%, paid monthly.

LNCIX top holdings include Pimco Active Bond Etf (21.9%), Vanguard Intermediate-Term B (18.0%), Spdr Doubleline Tr Tact E (14.9%), Invesco Total Return Bond ETF (12.9%), Schwab Us Large-cap Value ETF (8.9%). 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.