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Nasdaq - Delayed Quote USD

Ladenburg Income & Growth C (LNOCX)

11.62
+0.02
+(0.17%)
At close: 8:01:27 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Schwab Institutional
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Securities America Advisors
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

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.

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Ladenburg Thalmann
Net Assets 56.41M
YTD Return -1.09%
Yield 1.23%
Morningstar Rating
Inception Date Aug 24, 2015

Performance & Risk

YTD Return -2.69%
5y Average Return 4.27%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

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