Ladenburg Income & Growth Fund (LNOIX) Alternatives
Ladenburg Income & Growth Fund (LNOIX) 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 LNOIX. 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 LNOIX
LNOIX charges 0.85% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LNOIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LNOIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LNOIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LNOIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LNOIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | LNOIX vs FYMIX |
Best Risk-Adjusted Alternatives to LNOIX
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 | LNOIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LNOIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LNOIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LNOIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LNOIX vs PMAIX |
Top Performing LNOIX Alternatives (YTD)
LNOIX 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 | LNOIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LNOIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LNOIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LNOIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LNOIX vs CONWX |
Lowest Volatility Alternatives to LNOIX
LNOIX 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 | LNOIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LNOIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LNOIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LNOIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LNOIX vs SICIX |
Lowest Drawdown Alternatives to LNOIX
LNOIX 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 | LNOIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LNOIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LNOIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LNOIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LNOIX 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 | LNOIX vs LOWIX | |
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 38 | -3.37% | Aug 23, 2015 | LNOIX vs LAGIX | |
| Ladenburg Growth Fund | Diversified Portfolio | 43 | -3.17% | Aug 23, 2015 | LNOIX vs LGWIX | |
| Ladenburg Income Fund | Diversified Portfolio | 65 | -1.48% | Aug 23, 2015 | LNOIX vs LNCIX |
Often Compared With LNOIX
What investors most often compare with LNOIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds The Income Fund of America Class A | Diversified Portfolio, Dividend, Actively Managed | 81 | 1.48% | Dec 1, 1973 | LNOIX vs AMECX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | LNOIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | LNOIX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | LNOIX vs QBDSX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | LNOIX vs MAANX |
Compare LNOIX with Any Fund or Stock
Compare LNOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.