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 a closer substitute for your current allocation.
Cheapest Alternatives to LNCIX
LNCIX charges 0.85% annually. There are 359 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | LNCIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LNCIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LNCIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | LNCIX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | LNCIX vs FYMIX |
Best Risk-Adjusted Alternatives to LNCIX
LNCIX has a PortfoliosLab risk / return rank of 52. There are 328 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | LNCIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | LNCIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | LNCIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | LNCIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | LNCIX vs AOBLX |
Top Performing LNCIX Alternatives (YTD)
LNCIX is at 2.95% YTD. There are 477 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.82% | — | Jan 1998 | LNCIX vs EKBAX | |
| Greenspring Fund | 21.42% | — | Jun 1983 | LNCIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.08% | — | Aug 1998 | LNCIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.76% | — | Dec 2002 | LNCIX vs TIBIX | |
| ICON Equity Income Fund | 13.95% | — | May 2004 | LNCIX vs IOEZX |
Lowest Volatility Alternatives to LNCIX
LNCIX has 5.15% 1-year volatility. There are 53 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | LNCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | LNCIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | LNCIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | LNCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | LNCIX vs CSTAX |
Lowest Drawdown Alternatives to LNCIX
LNCIX has a 1-year max drawdown of -4.01%. There are 54 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | LNCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | LNCIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | LNCIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | LNCIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | LNCIX vs CSTAX |
Other Mutual Funds from Ladenburg Thalmann
The 4 most viewed Ladenburg Thalmann mutual funds shown here include LOWIX, LGWIX, LAGIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ladenburg Growth & Income Fund | Diversified Portfolio | 60 | 7.01% | — | Aug 2015 | LNCIX vs LOWIX | |
| Ladenburg Growth Fund | Diversified Portfolio | 59 | 8.33% | — | Aug 2015 | LNCIX vs LGWIX | |
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 54 | 9.39% | — | Aug 2015 | LNCIX vs LAGIX | |
| Ladenburg Income & Growth Fund | Diversified Portfolio | 56 | 4.78% | — | Aug 2015 | LNCIX vs LNOIX |
Often Compared With LNCIX
Investors most often compare LNCIX with FDFIX, DGRO, PEY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LNCIX with Any Fund or Stock
Compare LNCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LNCIX with funds that move differently
Ladenburg Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LNCIX.
Explore LNCIX Diversifiers