Ladenburg Income Growth Fund Quote
| LNOAX Fund | USD 13.44 0.05 0.37% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Ladenburg Income is trading at 13.44 as of the 22nd of November 2024; that is 0.37% up since the beginning of the trading day. The fund's open price was 13.39. Ladenburg Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ladenburg Income Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
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 funds assets in the underlying funds in accordance with the following ranges Equity 20-50 Fixed Income 40-70 Alternatives 0-20. More on Ladenburg Income Growth
Moving together with Ladenburg Mutual Fund
Ladenburg Mutual Fund Highlights
| Fund Concentration | Ladenburg Thalmann Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Ladenburg Thalmann (View all Sectors) |
| Update Date | 30th of September 2024 |
Ladenburg Income Growth [LNOAX] is traded in USA and was established 22nd of November 2024. Ladenburg Income is listed under Ladenburg Thalmann category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Ladenburg Thalmann family. This fund now has accumulated 28.77 M in assets with no minimum investment requirementsLadenburg Income Growth is currently producing year-to-date (YTD) return of 10.59% with the current yeild of 0.02%, while the total return for the last 3 years was 1.73%.
Check Ladenburg Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ladenburg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ladenburg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ladenburg Income Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ladenburg Income Growth Mutual Fund Constituents
| ANGL | VanEck Fallen Angel | Etf | High Yield Bond | |
| SCHA | Schwab Small Cap ETF | Etf | Small Blend | |
| VOT | Vanguard Mid Cap Growth | Etf | Mid-Cap Growth | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| VOE | Vanguard Mid Cap Value | Etf | Mid-Cap Value | |
| TOTL | SPDR DoubleLine Total | Etf | Intermediate Core-Plus Bond | |
| SCHV | Schwab Large Cap Value | Etf | Large Value | |
| SCHG | Schwab Large Cap Growth | Etf | Large Growth |
Ladenburg Income Growth Risk Profiles
| Mean Deviation | 0.2993 | |||
| Semi Deviation | 0.3287 | |||
| Standard Deviation | 0.3752 | |||
| Variance | 0.1408 |
Ladenburg Income Against Markets
Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Income financial ratios help investors to determine whether Ladenburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ladenburg with respect to the benefits of owning Ladenburg Income security.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |