Lincoln Inflation Plus Fund Class A
LFTAX
NASDAQ
Weiss Ratings | LFTAX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | LFTAX-NASDAQ | Click to Compare |
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Provider | Lincoln Financial Group | |||
Manager/Tenure (Years) | Oscar Agra (0), Abdallah Guezour (0), Malcolm Melville (0) | |||
Website | http://www.LincolnFinancial.com | |||
Fund Information | LFTAX-NASDAQ | Click to Compare |
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Fund Name | Lincoln Inflation Plus Fund Class A | |||
Category | Global Conservative Allocation | |||
Sub-Category | Allocation Miscellaneous | |||
Prospectus Objective | Worldwide Bond | |||
Inception Date | Sep 30, 2024 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 1,000.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | LFTAX-NASDAQ | Click to Compare |
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Dividend Yield | -- | |||
Dividend | LFTAX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.39% | |||
Asset Allocation | LFTAX-NASDAQ | Click to Compare |
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Cash | 41.88% | |||
Stock | 5.84% | |||
U.S. Stock | 0.57% | |||
Non-U.S. Stock | 5.27% | |||
Bond | 48.89% | |||
U.S. Bond | 8.39% | |||
Non-U.S. Bond | 40.50% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 3.39% | |||
Price History | LFTAX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.39% | |||
30-Day Total Return | -0.60% | |||
60-Day Total Return | 1.33% | |||
90-Day Total Return | 2.90% | |||
Year to Date Total Return | 5.22% | |||
1-Year Total Return | -- | |||
2-Year Total Return | -- | |||
3-Year Total Return | -- | |||
5-Year Total Return | -- | |||
Price | LFTAX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | LFTAX-NASDAQ | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $9.70 | |||
1-Month High NAV | $10.04 | |||
52-Week Low NAV | $9.50 | |||
52-Week Low NAV (Date) | Jan 03, 2025 | |||
52-Week High NAV | $10.04 | |||
52-Week High Price (Date) | Apr 28, 2025 | |||
Beta / Standard Deviation | LFTAX-NASDAQ | Click to Compare |
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Beta | -- | |||
Standard Deviation | -- | |||
Balance Sheet | LFTAX-NASDAQ | Click to Compare |
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Total Assets | 10.25M | |||
Operating Ratios | LFTAX-NASDAQ | Click to Compare |
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Expense Ratio | 1.38% | |||
Turnover Ratio | -- | |||
Performance | LFTAX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | -332.00% | |||
Last Bear Market Total Return | -- | |||