Morningstar

Ladenburg Income Fund Class I LNCIX

Medalist Rating as of Aug 31, 2026 See Alternative Strategies Investment Hub

Strategy

The investment seeks to provide current income and capital preservation. The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange traded notes ("ETNs") and mutual funds. Its adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 0-30%; Fixed Income 50-90%; Alternatives 0-20%. The fund may invest up to 15% of its net assets in underlying funds that primarily invest in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LNCIX	Ladenburg Income Fund Class I	Institutional	Open			Aug 24, 2015	$8.29M	1.150%	High	$1M	−$1.99M
LNCAX	Ladenburg Income Fund Class A	Front Load	Open			Aug 24, 2015	$204,718.00	1.300%	High	$1,000	−$60,579.72
LNCCX	Ladenburg Income Fund Class C	Level Load	Open			Aug 24, 2015	$45,286.00	2.050%	High	$1,000	$0.01

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