Morningstar

Ladenburg Income & Growth Fund Class I LNOIX

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 its investment objective by investing in a combination of equity, fixed income and alternative strategy ETFs, ETNs and mutual funds. Its adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 20-50%; Fixed Income 40-70%; Alternatives 0-20%. The fund may invest up to 25% 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
LNOIX	Ladenburg Income & Growth Fund Class I	Institutional	Open			Aug 24, 2015	$57.25M	1.120%	High	$1M	−$6.78M
LNOAX	Ladenburg Income & Growth Fund Class A	Front Load	Open			Aug 24, 2015	$449,971.00	1.270%	High	$1,000	$89,537.04
LNOCX	Ladenburg Income & Growth Fund Class C	Level Load	Open			Aug 24, 2015	$120,094.00	2.020%	High	$1,000	$410.82

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