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Ladenburg Income & Growth C (LNOCX)

11.62
+0.02
+(0.17%)
At close: 5:03:01 PM EDT
Loading Chart for LNOCX
  • Previous Close 11.60
  • YTD Return -1.09%
  • Expense Ratio 1.99%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 56.41M
  • Beta (5Y Monthly) 0.89
  • Yield 1.23%
  • 5y Average Return --
  • Holdings Turnover 11.39%
  • Last Dividend 0.02
  • Inception Date Aug 24, 2015

The fund seeks to achieve its investment objective by investing in a combination of equity, fixed income and alternative strategy ETFs, ETNs and mutual funds. Its adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 20-50%; Fixed Income 40-70%; Alternatives 0-20%. The fund may invest up to 25% of its net assets in underlying funds that primarily invest in foreign securities.

Ladenburg Thalmann

Fund Family

Allocation--30% to 50% Equity

Fund Category

56.41M

Net Assets

2015-08-24

Inception Date

Performance Overview: LNOCX

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Trailing returns as of 4/24/2025. Category is Allocation--30% to 50% Equity.

YTD Return

LNOCX
1.09%
Category
5.91%
 

1-Year Return

LNOCX
4.05%
Category
18.59%
 

3-Year Return

LNOCX
2.20%
Category
8.56%
 

5-Year Return

LNOCX
5.45%
Category
7.44%
 

Holdings: LNOCX

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Sector Weightings

SectorLNOCX
Technology   24.59%
Healthcare   11.78%
Industrials   10.35%
Energy   6.20%
Real Estate   2.43%
Utilities   2.38%

Recent News: LNOCX

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Research Reports: LNOCX

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