Ladenburg Income & Growth Fund Class C (LNOCX)

Overview

The fund is designed to offer investors a diverse portfolio through a blend of equity, fixed income, and alternative strategy investments. By allocating its assets across various ETFs, ETNs, and mutual funds, the fund aims to achieve its investment objective while maintaining specified ranges in equity, fixed income, and alternatives. The strategy focusses on diversification and flexibility, allowing the fund to adjust its portfolio composition within defined limits to respond to market conditions and opportunities. Additionally, the fund has the capability to invest a portion of its assets in international markets, further broadening its diversification and potential for returns.

Products and Services

• Equity Investments

Allocating between 20-50% of its assets, the fund invests in underlying funds that focus on equity securities. This range allows the fund to capture growth from the stock market while managing volatility and risk through diversification.

• Fixed Income Investments

The fund dedicates 40-70% of its assets to fixed income investments through underlying funds. This substantial allocation targets steady returns and income, mitigating risk and adding stability to the portfolio amidst market fluctuations.

• Alternative Strategy Investments

Comprising 0-20% of the fund's portfolio, investments in alternative strategies through ETFs, ETNs, and mutual funds aim to achieve non-correlated returns to traditional markets. This allocation can enhance diversification and reduce overall portfolio risk.

• Foreign Securities Investments

Up to 25% of the fund's net assets may be invested in underlying funds that primarily focus on foreign securities. This allows the fund to gain exposure to global markets, potentially offering higher growth opportunities and further diversification.