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Morningstar

Ladenburg Income & Growth C LNOCX

Morningstar Medalist Rating
Medalist Rating as of | See Ladenburg Thalmann Investment Hub
  • NAV / 1-Day Return 12.16  /  −0.33 %
  • Total Assets 61.8 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 1.20%
  • Turnover 29%

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 12:21 AM GMT+0

Morningstar’s Analysis LNOCX

Will LNOCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LNOCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LNOCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LNOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Ladenburg Income& Growth C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings LNOCX

More LNOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—