Ladenburg Income Growth Fund Quote
| LNOIX Fund | USD 12.36 0.04 0.32% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Ladenburg Income is trading at 12.36 as of the 18th of January 2025; that is 0.32 percent increase since the beginning of the trading day. The fund's open price was 12.32. Ladenburg Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. 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 | 31st of December 2024 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Ladenburg Income Growth [LNOIX] is traded in USA and was established 18th of January 2025. 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 62.2 M in assets with minimum initial investment of 1000 K. Ladenburg Income Growth is currently producing year-to-date (YTD) return of 0.41% with the current yeild of 0.02%, while the total return for the last 3 years was 1.93%.
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
| SCHA | Schwab Small Cap ETF | Etf | Small Blend | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| BIV | Vanguard Intermediate Term Bond | Etf | Intermediate Core Bond | |
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts | |
| IGSB | iShares 1 5 Year | Etf | Short-Term Bond | |
| JHEQX | Jpmorgan Hedged Equity | Mutual Fund | Options Trading | |
| VOT | Vanguard Mid Cap Growth | Etf | Mid-Cap Growth |
Ladenburg Income Growth Risk Profiles
| Mean Deviation | 0.4632 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 | |||
| Risk Adjusted Performance | (0.09) |
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.
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