Lincoln U.S. Equity Income Maximizer Fund Class A
LFTOX
NASDAQ
| Weiss Ratings | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Lincoln Financial Group | |||
| Manager/Tenure (Years) | Kaarthi Chandrasegaram (0), Jeegar Jagani (0), Ghokhulan Manickavasagar (0), 1 other | |||
| Website | http://www.LincolnFinancial.com | |||
| Fund Information | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Lincoln U.S. Equity Income Maximizer Fund Class A | |||
| Category | Derivative Income | |||
| Sub-Category | Equity Miscellaneous | |||
| Prospectus Objective | Growth | |||
| 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 | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | -- | |||
| Dividend | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.45% | |||
| Asset Allocation | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.00% | |||
| Stock | 100.00% | |||
| U.S. Stock | 100.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.66% | |||
| 30-Day Total Return | 0.33% | |||
| 60-Day Total Return | -3.10% | |||
| 90-Day Total Return | -6.02% | |||
| Year to Date Total Return | -3.67% | |||
| 1-Year Total Return | -- | |||
| 2-Year Total Return | -- | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $8.67 | |||
| 1-Month High NAV | $9.72 | |||
| 52-Week Low NAV | $8.67 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.68 | |||
| 52-Week High Price (Date) | Feb 19, 2025 | |||
| Beta / Standard Deviation | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 14.61M | |||
| Operating Ratios | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.32% | |||
| Turnover Ratio | -- | |||
| Performance | LFTOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 465.00% | |||
| Last Bear Market Total Return | -- | |||