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Lincoln U.S. Equity Income Maximizer Fund Class I LFTPX
NASDAQ
Recommendation
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NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings LFTPX-NASDAQ Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Company Info LFTPX-NASDAQ Click to
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Provider Lincoln Financial Group
Manager/Tenure (Years) Kaarthi Chandrasegaram (1), Jeegar Jagani (1), Ghokhulan Manickavasagar (1), 1 other
Website http://www.LincolnFinancial.com
Fund Information LFTPX-NASDAQ Click to
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Fund Name Lincoln U.S. Equity Income Maximizer Fund Class I
Category Derivative Income
Sub-Category Equity Miscellaneous
Prospectus Objective Growth
Inception Date Sep 30, 2024
Open/Closed To New Investors Open
Minimum Initial Investment 1,000,000.00
Minimum Subsequent Investment 1,000,000.00
Front End Fee --
Back End Fee --
Dividends and Shares LFTPX-NASDAQ Click to
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Dividend Yield 0.07%
Dividend LFTPX-NASDAQ Click to
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Dividend Yield (Forward) 1.31%
Asset Allocation LFTPX-NASDAQ Click to
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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 LFTPX-NASDAQ Click to
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7-Day Total Return 1.34%
30-Day Total Return -2.98%
60-Day Total Return -4.72%
90-Day Total Return -4.16%
Year to Date Total Return -3.97%
1-Year Total Return 23.07%
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3-Year Total Return --
5-Year Total Return --
Price LFTPX-NASDAQ Click to
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Closing Price --
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NAV LFTPX-NASDAQ Click to
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1-Month Low NAV $11.12
1-Month High NAV $11.93
52-Week Low NAV $8.68
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $12.16
52-Week High Price (Date) Jan 12, 2026
Beta / Standard Deviation LFTPX-NASDAQ Click to
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Beta --
Standard Deviation --
Balance Sheet LFTPX-NASDAQ Click to
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Total Assets 18.07M
Operating Ratios LFTPX-NASDAQ Click to
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Expense Ratio 1.07%
Turnover Ratio 18.00%
Performance LFTPX-NASDAQ Click to
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Last Bull Market Total Return 470.00%
Last Bear Market Total Return --