Lincoln U.S. Equity Income Maximizer A (LFTOX)

Fund Assets	19.49M
Expense Ratio	1.32%
Min. Investment	$1,000,000
Turnover	18.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 23, 2025

Previous Close	13.12
YTD Return	35.68%
1-Year Return	35.68%
5-Year Return	n/a
52-Week Low	11.09
52-Week High	13.29
Beta (5Y)	n/a
Holdings	124
Inception Date	n/a

About LFTOX

Lincoln U.S. Equity Income Maximizer A is an open-end mutual fund designed to provide investors with a high level of current income while also pursuing long-term capital growth. The fund primarily invests at least 80% of its net assets in U.S. equity securities, focusing on companies that have the potential to generate attractive income streams. Its portfolio is broadly diversified across sectors, aiming to balance income generation with capital appreciation opportunities. This fund is tailored toward investors seeking steady income through equity investments, and its strategy involves a mix of value and income-oriented stocks, as reflected by its valuation measures such as price-to-earnings and price-to-book ratios. With a stated objective of balancing reliable current income and growth potential, Lincoln U.S. Equity Income Maximizer A plays a distinctive role in the market as a hybrid offering for income-focused investors within the equity asset class.

• Fund Family: Lincoln Financial Group
• Category: Derivative Income
• Stock Exchange: NASDAQ
• Ticker Symbol: LFTOX
• Share Class: Class A

Performance

LFTOX had a total return of 35.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 26.42%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LFTPX	Class I	1.07%

Top 10 Holdings

41.70% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.95%
Apple Inc.	AAPL	6.71%
Alphabet Inc.	GOOG	6.51%
Microsoft Corporation	MSFT	4.84%
Amazon.com, Inc.	AMZN	4.11%
Broadcom Inc.	AVGO	3.47%
Caterpillar Inc.	CAT	2.20%
Meta Platforms, Inc.	META	2.15%
JPMorgan Chase & Co.	JPM	2.00%
Tesla, Inc.	TSLA	1.76%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 23, 2025	$0.03986	Dec 24, 2025
Dec 19, 2024	$0.00524	Dec 20, 2024

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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