Ladenburg Income Fundclass Fund Quote
| LNCAX Fund | USD 10.78 0.01 0.09% |
PerformanceSolid
| Odds Of DistressLow
|
Ladenburg Income is trading at 10.78 as of the 21st of July 2025; that is 0.09% up since the beginning of the trading day. The fund's open price was 10.77. Ladenburg Income has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund seeks to achieve the funds investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds , exchange traded notes and mutual funds. Its adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 0-30 Fixed Income 50-90 Alternatives 0-20. More on Ladenburg Income Fundclass
Moving together with Ladenburg Mutual Fund
Ladenburg Mutual Fund Highlights
| Fund Concentration | Ladenburg Thalmann Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Ladenburg Thalmann (View all Sectors) |
| Update Date | 30th of June 2025 |
Ladenburg Income Fundclass [LNCAX] is traded in USA and was established 21st of July 2025. Ladenburg Income is listed under Ladenburg Thalmann category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Ladenburg Thalmann family. This fund now has accumulated 8.35 M in assets with no minimum investment requirementsLadenburg Income Fun is currently producing year-to-date (YTD) return of 3.38% with the current yeild of 0.02%, while the total return for the last 3 years was 5.94%.
Check Ladenburg Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ladenburg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ladenburg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ladenburg Income Fundclass Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ladenburg Income Fundclass Mutual Fund Constituents
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| BIV | Vanguard Intermediate Term Bond | Etf | Intermediate Core Bond | |
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond | |
| FGXXX | First American Funds | Money Market Fund | US Money Market Fund | |
| IGSB | iShares 1 5 Year | Etf | Short-Term Bond | |
| JHEQX | Jpmorgan Hedged Equity | Mutual Fund | Options Trading | |
| VOT | Vanguard Mid Cap Growth | Etf | Mid-Cap Growth | |
| VOE | Vanguard Mid Cap Value | Etf | Mid-Cap Value |
Ladenburg Income Fun Risk Profiles
| Mean Deviation | 0.2383 | |||
| Semi Deviation | 0.1516 | |||
| Standard Deviation | 0.334 | |||
| Variance | 0.1115 |
Ladenburg Income Against Markets
Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Income financial ratios help investors to determine whether Ladenburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ladenburg with respect to the benefits of owning Ladenburg Income security.
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