Ladenburg Income & Growth 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.
Ladenburg Income & Growth Fund Class C LNOCX
- NAV / 1-Day Return 13.02 / −0.69 %
- Total Assets 60.0M
-
Adj. Expense Ratio
2.020%
- Expense Ratio 1.750%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.50%
- Turnover 33%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:42 AM GMT+0
Morningstar’s Analysis LNOCX
Will LNOCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 94.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
PIMCO Active Bond ETF | 17.39 | 10M | — |
Schwab US Large-Cap Value ETF™ | 15.51 | 9M | — |
Schwab US Large-Cap Growth ETF™ | 12.73 | 8M | — |
Invesco Total Return Bond ETF | 10.64 | 6M | — |
Vanguard Interm-Term Bond ETF | 10.63 | 6M | — |
State Street® DoubleLine® TR Tact ETF | 9.63 | 6M | — |
Fidelity Enhanced International ETF | 5.07 | 3M | — |
Avantis US Small Cap Value ETF | 4.24 | 3M | — |
WisdomTree US Value ETF | 4.13 | 2M | — |
JPMorgan Hedged Equity Ldrd Ovrly ETF | 4.01 | 2M | — |
United States