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 a closer substitute for your current allocation.
Cheapest Alternatives to LNOIX
LNOIX 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 | LNOIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LNOIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | LNOIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LNOIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | LNOIX vs BWBIX |
Best Risk-Adjusted Alternatives to LNOIX
LNOIX has a PortfoliosLab risk / return rank of 53. There are 341 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 | LNOIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | LNOIX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | LNOIX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | LNOIX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | LNOIX vs FSRRX |
Top Performing LNOIX Alternatives (YTD)
LNOIX is at 4.72% YTD. There are 383 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | LNOIX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | LNOIX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | LNOIX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | LNOIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | LNOIX vs MHELX |
Lowest Volatility Alternatives to LNOIX
LNOIX has 6.88% 1-year volatility. There are 153 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | LNOIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | LNOIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | LNOIX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | LNOIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | LNOIX vs CSTAX |
Lowest Drawdown Alternatives to LNOIX
LNOIX has a 1-year max drawdown of -5.04%. There are 135 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 | LNOIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | LNOIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | LNOIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | LNOIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | LNOIX vs CSTAX |
Other Mutual Funds from Ladenburg Thalmann
The 4 most viewed Ladenburg Thalmann mutual funds shown here include LOWIX, LAGIX, LGWIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ladenburg Growth & Income Fund | Diversified Portfolio | 61 | 7.51% | — | Aug 2015 | LNOIX vs LOWIX | |
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 58 | 10.71% | — | Aug 2015 | LNOIX vs LAGIX | |
| Ladenburg Growth Fund | Diversified Portfolio | 61 | 9.35% | — | Aug 2015 | LNOIX vs LGWIX | |
| Ladenburg Income Fund | Diversified Portfolio | 46 | 2.50% | — | Aug 2015 | LNOIX vs LNCIX |
Often Compared With LNOIX
Investors most often compare LNOIX with AMECX, FSRKX, FSIRX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LNOIX with Any Fund or Stock
Compare LNOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LNOIX with funds that move differently
Ladenburg Income & Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LNOIX.
Explore LNOIX Diversifiers