Lincoln U.S. Equity Income Maximizer Fund Class I
LFTPX
NASDAQ
Weiss Ratings | LFTPX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Company Info | LFTPX-NASDAQ | Click to Compare |
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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 | LFTPX-NASDAQ | Click to Compare |
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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 Compare |
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Dividend Yield | -- | |||
Dividend | LFTPX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.45% | |||
Asset Allocation | LFTPX-NASDAQ | Click to Compare |
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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 Compare |
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7-Day Total Return | 2.67% | |||
30-Day Total Return | 0.36% | |||
60-Day Total Return | -3.05% | |||
90-Day Total Return | -5.96% | |||
Year to Date Total Return | -3.58% | |||
1-Year Total Return | -- | |||
2-Year Total Return | -- | |||
3-Year Total Return | -- | |||
5-Year Total Return | -- | |||
Price | LFTPX-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 | LFTPX-NASDAQ | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $8.68 | |||
1-Month High NAV | $9.73 | |||
52-Week Low NAV | $8.68 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $10.69 | |||
52-Week High Price (Date) | Feb 19, 2025 | |||
Beta / Standard Deviation | LFTPX-NASDAQ | Click to Compare |
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Beta | -- | |||
Standard Deviation | -- | |||
Balance Sheet | LFTPX-NASDAQ | Click to Compare |
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Total Assets | 14.61M | |||
Operating Ratios | LFTPX-NASDAQ | Click to Compare |
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Expense Ratio | 1.07% | |||
Turnover Ratio | -- | |||
Performance | LFTPX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 470.00% | |||
Last Bear Market Total Return | -- | |||