Morningstar

Lincoln U.S. Equity Income Maximizer Fund Class I LFTPX

Morningstar Medalist Rating
Medalist Rating as of | See Lincoln Financial Investment Hub
  • NAV / 1-Day Return 13.02  /  +0.35 %
  • Total Assets 19.7M
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Derivative Income
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.07%
  • Turnover 18%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 4:11 AM GMT+0

Morningstar’s Analysis LFTPX

Will LFTPX outperform in the 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 LFTPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LFTPX 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 LFTPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lincoln U.S. Equity Income Maximizer I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LFTPX

More LFTPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.24 2M
Technology

Apple Inc

6.95 1M
Technology

Alphabet Inc Class C

6.74 1M
Communication Services

Microsoft Corp

5.02 916,689
Technology

Amazon.com Inc

4.26 778,216
Consumer Cyclical

Broadcom Inc

3.60 657,452
Technology

Caterpillar Inc

2.28 416,571
Industrials

Meta Platforms Inc Class A

2.22 406,308
Communication Services

JPMorgan Chase & Co

2.07 379,008
Financial Services

Tesla Inc

1.83 333,926
Consumer Cyclical

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