Ladenburg Income Fund (LNCIX) Alternatives
Ladenburg Income Fund (LNCIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LNCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LNCIX
LNCIX charges 0.85% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LNCIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LNCIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LNCIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LNCIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LNCIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | LNCIX vs FYMIX |
Best Risk-Adjusted Alternatives to LNCIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | LNCIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LNCIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LNCIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LNCIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LNCIX vs PMAIX |
Top Performing LNCIX Alternatives (YTD)
LNCIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | LNCIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LNCIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LNCIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LNCIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LNCIX vs CONWX |
Lowest Volatility Alternatives to LNCIX
LNCIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | LNCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LNCIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LNCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LNCIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LNCIX vs SICIX |
Lowest Drawdown Alternatives to LNCIX
LNCIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | LNCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LNCIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LNCIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LNCIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LNCIX vs SICIX |
Other Mutual Funds from Ladenburg Thalmann
Most popular Ladenburg Thalmann mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ladenburg Growth & Income Fund | Diversified Portfolio | 49 | -2.58% | Aug 23, 2015 | LNCIX vs LOWIX | |
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 38 | -3.37% | Aug 23, 2015 | LNCIX vs LAGIX | |
| Ladenburg Income & Growth Fund | Diversified Portfolio | 53 | -2.00% | Aug 23, 2015 | LNCIX vs LNOIX | |
| Ladenburg Growth Fund | Diversified Portfolio | 43 | -3.17% | Aug 23, 2015 | LNCIX vs LGWIX |
Often Compared With LNCIX
What investors most often compare with LNCIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Flex 500 Index Fund | Large Cap Blend Equities | 42 | -7.27% | Mar 9, 2017 | LNCIX vs FDFIX | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | LNCIX vs DGRO | |
| Invesco High Yield Equity Dividend Achievers™ ETF | Mid Cap Value Equities, Dividend | 21 | 6.22% | Dec 9, 2004 | LNCIX vs PEY |
Compare LNCIX with Any Fund or Stock
Compare LNCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.