Morningstar

Ladenburg Income Fund Class C LNCCX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $10.89  /  +0.28 %
  • Fund Size $8.5M
  • Adjusted Expense Ratio 2.050%
  • Net Expense Ratio 1.750%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 0.73%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis LNCCX

Will LNCCX 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 LNCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ladenburg Income C 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.

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Portfolio Holdings LNCCX

More LNCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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