Morningstar

Ladenburg Income & Growth Fund Class A LNOAX

Morningstar Medalist Rating
Medalist Rating as of | See Alternative Strategies Investment Hub
  • NAV / 1-Day Return 13.56  /  0.00
  • Total Assets 59.2M
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.03%
  • Turnover 33%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 10:07 AM GMT+0

Morningstar’s Analysis LNOAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ladenburg Income & Growth A 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
Rated on Published on

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Portfolio Holdings LNOAX

More LNOAX 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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