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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LNOIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | LNOIX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | LNOIX vs BWBIX |
Best Risk-Adjusted Alternatives to LNOIX
LNOIX has a PortfoliosLab risk / return rank of 56. There are 276 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 | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | LNOIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | LNOIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | LNOIX vs AOBLX |
Top Performing LNOIX Alternatives (YTD)
LNOIX is at 5.17% YTD. There are 335 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | LNOIX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | LNOIX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | LNOIX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | LNOIX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | LNOIX vs SMIFX |
Lowest Volatility Alternatives to LNOIX
LNOIX has 6.78% 1-year volatility. There are 154 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 | LNOIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | LNOIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | LNOIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | LNOIX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | LNOIX vs CSTAX |
Lowest Drawdown Alternatives to LNOIX
LNOIX has a 1-year max drawdown of -5.04%. There are 136 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 | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.70% | — | Sep 2005 | LNOIX vs FSIRX |
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 | 62 | 7.82% | — | Aug 2015 | LNOIX vs LOWIX | |
| Ladenburg Growth Fund | Diversified Portfolio | 63 | 9.47% | — | Aug 2015 | LNOIX vs LGWIX | |
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 59 | 10.71% | — | Aug 2015 | LNOIX vs LAGIX | |
| Ladenburg Income Fund | Diversified Portfolio | 52 | 3.04% | — | Aug 2015 | LNOIX vs LNCIX |
Often Compared With LNOIX
Investors most often compare LNOIX with AMECX, FSRKX, BERIX. These 18 comparison targets span 2 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