About LNOCX
Ladenburg Income & Growth Fund Class C is a mutual fund designed to generate a blend of current income and long-term capital appreciation for investors. The fund aims for a balanced approach by investing across a diversified portfolio that includes equity, fixed income, and alternative strategy ETFs, as well as exchange-traded notes and other mutual funds. Its flexible asset allocation allows for tactical shifts in response to changing market conditions, both within and between asset classes. For example, the fund may rebalance exposures among market capitalizations, geographic regions, credit qualities, or durations, and may also shift assets from equities to fixed income depending on its outlook. Ladenburg Income & Growth Fund Class C is managed under the Ladenburg Thalmann Asset Management philosophy, which emphasizes ongoing risk assessment and global diversification. This structure suits investors seeking an allocation that can adapt to various market environments while prioritizing both income generation and capital preservation. As part of a family of funds with varying strategies, it plays a significant role for those looking to balance risk and return through a professionally managed, diversified vehicle.
Fund Family Ladenburg Thalmann
Category Allocation--30% to 50% Equity
Performance Rating Low
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LNOCX
Share Class Class C Shares
Index Bloomberg U.S. Government/Credit Bond TR
LNOCX had a total return of 4.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.75%.
