About LNCIX
Ladenburg Income Fund Class I is a mutual fund designed to provide current income and capital preservation for investors. The fund achieves its objectives by investing in a diversified mix of asset classes, notably including equity, fixed income, and alternative strategy exchange-traded funds (ETFs), exchange-traded notes (ETNs), and mutual funds. This diversified approach enables the fund to adjust tactically to changes in market conditions, making shifts both within and across asset classes, such as varying allocations based on market capitalization, geographic region, credit quality, or duration. Managed by Ladenburg Thalmann Asset Management, it allows for up to 15% of assets in underlying funds that primarily invest in foreign securities, supporting a global outlook. The fund may also hold up to 10% of assets in money market funds to maintain liquidity. Ladenburg Income Fund Class I typically appeals to investors seeking a balance between income generation and capital stability, making it a relevant instrument for conservative or moderate portfolios within the broader asset allocation spectrum of mutual funds.
Fund Family Ladenburg Thalmann
Category Allocation--15% to 30% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LNCIX
Share Class Class I Shares
Index Bloomberg U.S. Government/Credit Bond TR
LNCIX had a total return of 8.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.17%.
