LFTEX

ActiveMin. $1M

Lincoln Inflation Plus Fund

Category: Other (5,046 funds)

Expense Ratio

1.37%

Annual Cost per $10K

$137.00

30-Year Fee Drag per $10K

$24,407

at 7% annual return

Fund Type

Mutual Fund

Active · Min: $1M

Trailing 12-Month

+24.65%

Asset Allocation

US Bond

17%

Intl Bond

43%

Cash

40%

Fee Comparison

LFTEX

1.37%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

38% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of January 2026 · Updated quarterly

+19.55%15 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

LFTEX at 1.37%$258,576

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$122,037

Cost vs index fund−$118,848

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of January 2026

Ticker	Name	ER	1yr	3yr	5yr
LFTEX	Lincoln Inflation Plus Fund	1.37%	+24.65%	—	—
DFGFX	DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO$1M min	0.16%	+4.60%	+4.93%	+2.17%
LFTAX	Lincoln Inflation Plus Fund	1.37%	+24.33%	—	—
EGMSX	Eaton Vance Global Macro Absolute Return Fund	1.14%	+12.17%	+10.03%	+5.98%
HWDFX	The Hartford World Bond Fund	0.63%	+5.99%	+5.34%	+1.82%
FMFIX	Free Market Fixed Income Fund$1M min	0.64%	+4.27%	+4.05%	+1.11%
JSOAX	JPMorgan Strategic Income Opportunities Fund	0.60%	+4.39%	+4.51%	+2.83%
APFPX	Artisan Global Unconstrained Fund	1.51%	+11.28%	+10.44%	—
DFIHX	DFA ONE-YEAR FIXED INCOME PORTFOLIO$1M min	0.13%	+4.50%	+4.93%	+2.50%
JPST	JPMorgan Ultra-Short Income ETF	0.18%	+4.98%	+5.10%	+3.12%
DFCFX	DFA TWO-YEAR FIXED INCOME PORTFOLIO	0.21%	+4.50%	+4.88%	+1.97%
WFBFX	Capital World Bond Fund	0.48%	+6.65%	+6.22%	-1.38%
DGTSX	GLOBAL ALLOCATION 25/75 PORTFOLIO$1M min	0.24%	+8.38%	+8.59%	+5.16%
LCATX	Leader Capital High Quality Income Fund	1.18%	+4.11%	+10.77%	—
DUSB	Dimensional Ultrashort Fixed Income ETF	0.15%	+4.73%	—	—
PCLAX	PIMCO CommoditiesPLUS Strategy Fund	1.28%	+8.10%	+4.59%	+19.09%
GPINX	GuidePath Income Fund	0.91%	+5.17%	+5.93%	+0.22%
CRAAX	Columbia Adaptive Risk Allocation Fund	0.82%	+8.65%	+6.99%	+4.56%
ABWAX	AB All Market Total Return Portfolio	1.14%	+9.05%	+8.63%	+5.25%
ICSH	iShares Ultra Short Duration Bond Active ETF	0.08%	+4.93%	+5.39%	+3.27%
MULSX	Ultra Short Income Portfolio	0.25%	+4.63%	+5.26%	+3.33%
FLRN	SPDR Bloomberg Investment Grade Floating Rate ETF	0.15%	+5.17%	+6.06%	+3.74%
ANAYX	AB GLOBAL BOND FUND, INC.	0.55%	+4.46%	+5.22%	+0.38%
PFOAX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	0.57%	+4.75%	+5.70%	+1.02%
GAOZX	JPMorgan Global Allocation Fund	0.65%	+13.56%	+13.24%	+7.61%
CPXFX	Cohen & Steers Preferred Securities & Income Fund, Inc.	0.79%	+8.10%	+9.08%	+3.77%
TMSSX	T. Rowe Price Multi-Strategy Total Return Fund	1.04%	+3.55%	+4.89%	+2.05%
PGMSX	T. Rowe Price Global Multi-Sector Bond Fund, Inc.	0.51%	+4.79%	+5.28%	+1.59%
GMBPX	Goldman Sachs Short-Term Conservative Income Fund	0.23%	+4.91%	+5.47%	+3.34%
FLOT	iShares Floating Rate Bond ETF	0.15%	+5.15%	+6.07%	+3.75%
PLMAX	PIMCO Emerging Markets Currency and Short-Term Investments Fund	1.00%	+13.62%	+10.56%	+4.64%
FBNRX	Templeton Global Bond Fund	0.59%	+11.15%	+5.30%	-0.72%
TRDZX	T. Rowe Price Dynamic Global Bond Fund	0.50%	+5.53%	+1.97%	+2.67%
EEIAX	Eaton Vance Emerging Markets Local Income Fund	1.26%	+17.44%	+14.25%	+3.69%
EAIIX	Eaton Vance Diversified Currency Income Fund	1.00%	+10.52%	+8.69%	+0.73%
IBND	SPDR(R) Bloomberg International Corporate Bond ETF	0.50%	+12.67%	+11.10%	-0.28%
EMNT	PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund	0.24%	+4.90%	+5.52%	+3.07%
PNARX	Spectrum Preferred and Capital Securities Income Fund	1.05%	+6.51%	+6.34%	+2.90%
GBOAX	JPMorgan Global Bond Opportunities Fund	1.31%	+6.25%	+5.68%	+2.91%
GTRAX	PGIM Global Total Return Fund	0.88%	+7.71%	+8.86%	-1.45%
FAAAX	K2 Alternative Strategies Fund	3.18%	+8.46%	+5.73%	+3.56%
PFRCX	PIMCO International Bond Fund (Unhedged)	0.71%	+7.64%	+6.88%	-2.19%
FPE	First Trust Preferred Securities and Income ETF	0.85%	+8.46%	+9.69%	+4.62%
PGLSX	Global Multi-Strategy Fund	1.78%	+7.37%	+7.25%	+5.73%
USIAX	UBS Ultra Short Income Fund	0.35%	+4.60%	+5.23%	+2.84%
BGRN	iShares USD Green Bond ETF	0.20%	+6.39%	+6.53%	+0.02%
DFGBX	DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO$1M min	0.21%	+4.77%	+4.96%	+1.22%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+8.06%	+8.71%	+4.03%
WARAX	Allspring Absolute Return Fund	1.19%	+8.46%	+10.54%	+6.20%
JPDAX	JPMorgan Preferred and Income Securities Fund	0.87%	+8.07%	+9.51%	—
DFELX	ENHANCED U.S. LARGE COMPANY PORTFOLIO	0.15%	+21.07%	+22.58%	+16.10%
PIALX	Victory Pioneer Solutions - Balanced Fund	1.03%	—	—	—
CBFAX	American Funds Global Balanced Fund	0.80%	+13.87%	+13.82%	+7.93%
ABRCX	Invesco Balanced-Risk Allocation Fund	1.08%	+6.11%	+5.26%	+3.64%
BSCP	Invesco BulletShares 2025 Corporate Bond ETF	0.10%	+4.78%	+4.27%	+1.40%
RGCRX	Opportunistic Credit Fund	0.69%	—	—	—
JMGIX	JPMorgan Managed Income Fund	0.25%	+4.89%	+4.95%	+2.98%
APDOX	Artisan Emerging Markets Debt Opportunities Fund	1.19%	+13.85%	+13.91%	—
JAEKX	Opportunistic Fixed Income Trust	0.89%	+7.15%	+7.20%	+1.14%
PQTAX	PIMCO TRENDS Managed Futures Strategy Fund	2.76%	+3.92%	-6.11%	+4.40%
LFLAX	BrandywineGLOBAL - Flexible Bond Fund	1.35%	+7.52%	+7.90%	+2.74%
ETSIX	Eaton Vance Strategic Income Fund	1.46%	+11.45%	+9.24%	+5.19%
GBIRX	Goldman Sachs Global Core Fixed Income Fund	0.52%	+4.65%	+5.71%	+0.18%
QDARX	AQR Diversified Arbitrage Fund	1.77%	+6.66%	+4.87%	+6.21%
MGBOX	MFS Global Opportunistic Bond Fund	0.61%	+3.84%	+4.84%	+0.93%
FSNDX	Fidelity SAI International Credit Fund	0.41%	+5.77%	—	—
WISEX	Wise Capital Fund	0.89%	+4.67%	+4.98%	+2.80%
GSLPX	Goldman Sachs Tactical Tilt Overlay Fund	0.78%	+3.67%	+4.75%	+4.80%
BXIAX	MassMutual Global Credit Income Opportunities Fund	0.85%	+6.34%	+9.91%	—
PCCRX	PIMCO Credit Opportunities Bond Fund	0.82%	+6.41%	+7.23%	+3.49%
MZLIX	Muzinich Low Duration Fund	0.61%	-3.59%	+0.69%	—
IMRFX	Columbia Global Opportunities Fund	1.21%	+14.98%	+12.67%	+5.15%
FMVFX	Matson Money Fixed Income VI Fund$1M min	0.86%	+4.03%	+3.83%	+0.83%
IBDQ	iShares iBonds Dec 2025 Term Corporate ETF	0.10%	+4.63%	+5.32%	+1.60%
PAIIX	PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)	0.61%	+8.74%	+6.95%	+2.63%
VTTVX	VANGUARD TARGET RETIREMENT 2025 FUND	0.08%	+13.31%	+13.31%	+7.78%
VTWNX	VANGUARD TARGET RETIREMENT 2020 FUND	0.08%	+10.94%	+11.19%	+6.33%
TFGCX	American Beacon TwentyFour Strategic Income Fund	1.01%	+6.05%	+9.56%	+2.92%
IGRCX	Lord Abbett Investment Grade Floating Rate Fund	0.95%	+5.45%	—	—
FPEI	First Trust Institutional Preferred Securities and Income ETF	0.85%	+9.54%	+10.13%	+5.52%
FGBMX	Fidelity New Markets Income Fund	0.70%	+11.53%	+13.85%	+4.03%
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+10.10%	+9.80%	+4.76%
JNBZX	JPMorgan Income Builder Fund	0.52%	+11.45%	+11.08%	+6.57%
HFAAX	Janus Henderson Developed World Bond Fund	0.82%	+5.92%	+5.23%	-0.88%
SRDBX	Stone Ridge Diversified Alternatives Fund	2.43%	+1.29%	+10.17%	+7.66%
DGFZX	Destinations Global Fixed Income Opportunities Fund	0.88%	+7.05%	+7.28%	+5.30%
BRCAX	Invesco Balanced-Risk Commodity Strategy Fund	2.15%	+12.79%	+6.01%	+11.90%
RAPFX	Cohen & Steers Real Assets Fund, Inc.	0.81%	—	—	—
IVBDX	Macquarie Global Bond Fund	0.56%	+4.65%	+5.96%	+0.95%
PUBAX	PIMCO Dynamic Bond Fund	1.31%	+8.79%	+7.48%	+2.92%
EGRSX	Eaton Vance Global Macro Absolute Return Advantage Fund	1.94%	+19.13%	+12.81%	+7.67%
TRMZX	T. Rowe Price International Bond Fund (USD Hedged)	0.50%	+4.82%	+6.32%	+1.34%
FLTR	VanEck IG Floating Rate ETF	0.14%	+5.51%	+6.83%	+4.13%
DHGAX	BNY Mellon Global Fixed Income Fund	0.84%	+4.26%	+2.25%	+1.24%
ULST	SPDR SSGA Ultra Short Term Bond ETF	0.20%	+4.87%	+5.33%	+3.23%
EAPCX	Parametric Commodity Strategy Fund	0.92%	+16.56%	+8.58%	+15.58%
VASIX	VANGUARD LIFESTRATEGY INCOME FUND	0.11%	+8.98%	+8.49%	+2.72%
DOXLX	Dodge & Cox Global Bond Fund	0.37%	+8.56%	+9.82%	—
VSCGX	VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND	0.12%	+12.46%	+11.66%	+5.67%
VTHRX	VANGUARD TARGET RETIREMENT 2030 FUND	0.08%	+14.80%	+14.74%	+8.95%
NWXGX	Nationwide Strategic Income Fund	0.49%	+7.69%	+9.43%	+6.81%

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