LNOCX

Active

Ladenburg Income & Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.27%
Annual Cost per $10K
$127.00
30-Year Fee Drag per $10K
$22,918
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+7.04%

Asset Allocation

US Equity
99%
Cash
1%

Fee Comparison

LNOCX
1.27%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

20% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+30.15%3Y
Compare to

Fee Impact Calculator

$
%
LNOCX at 1.27%$266,022
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$114,591
Cost vs index fund−$111,403

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
LNOCXLadenburg Income & Growth Fund1.27%
QCGRFXCollege Retirement Equities Fund - Growth Account
QCEQFXCollege Retirement Equities Fund - Equity Index Account
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
EGFSXEdgewood Growth Fund1.25%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
PARJXT. Rowe Price Retirement 2025 Fund0.79%
FLMVXJPMorgan Mid Cap Value Fund1.09%
AULGXUltra Fund0.69%
HCAIXHarbor Capital Appreciation Fund1.02%
TRRCXT. Rowe Price Retirement 2030 Fund0.56%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
TRRDXT. Rowe Price Retirement 2040 Fund0.60%
APGYXAB LARGE CAP GROWTH FUND INC0.57%
TRGOXT. Rowe Price Large-Cap Growth Fund0.70%
PARBXT. Rowe Price Retirement 2020 Fund0.77%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
TRRJXT. Rowe Price Retirement 2035 Fund0.59%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
JGACXJPMorgan Growth Advantage Fund0.99%
PLFMXLargeCap S&P 500 Index Fund1.29%
TRRKXT. Rowe Price Retirement 2045 Fund0.61%
TRRMXT. Rowe Price Retirement 2050 Fund0.63%
AMLPAlerian MLP ETF0.85%
PAAIXPIMCO All Asset Fund$1M min1.86%
VVIPXVoya VACS Index Series S Portfolio
LGRNXLoomis Sayles Growth Fund0.57%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
AGWUXGrowth Fund0.69%
DCCAXMacquarie Small Cap Core Fund1.06%
PLCGXLargeCap Growth Fund I0.94%
MLINXNYLI Winslow Large Cap Growth Fund1.13%
TRRNXT. Rowe Price Retirement 2055 Fund0.64%
JENIXThe Jensen Quality Growth Fund Inc1.26%
CSJFXCohen & Steers Realty Shares0.80%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
GATEXGateway Fund0.94%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
CIPMXChamplain MidCap Fund1.09%
CREFXCohen & Steers Real Estate Securities Fund0.75%
HAIAXHARTFORD CORE EQUITY FUND0.69%
JAIZXManaged Volatility Growth Portfolio0.77%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
RYOCXNASDAQ-100 Fund1.27%
DEVLXMacquarie Small Cap Value Fund1.10%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
AWEVXCIBC ATLAS DISCIPLINED EQUITY FUND1.12%
QYLDGlobal X NASDAQ 100 Covered Call ETF0.60%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
LMPPXClearBridge Appreciation Fund1.24%
CGWRXColumbia Cornerstone Growth Fund0.97%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
SAMVXVirtus Ceredex Mid-Cap Value Equity Fund1.29%
ESBLXEaton Vance Floating-Rate Fund0.75%
TRGIXNuveen Core Equity Fund0.65%
SUWAXDWS Core Equity Fund0.83%
JILBXMultimanager Lifestyle Balanced Portfolio0.96%
TRLCXNuveen Large Cap Value Fund0.66%
AFDIXLarge Cap Equity Fund0.79%
JAIYXManaged Volatility Balanced Portfolio0.75%
FRURXFranklin Utilities Fund1.06%
SXPCXDWS S&P 500 Index Fund1.26%
TRRLXT. Rowe Price Retirement 2060 Fund0.64%
IGRFXMacquarie Mid Cap Growth Fund0.68%
AWMVXCIBC ATLAS MID CAP EQUITY FUND1.23%
FFEIXNuveen Dividend Value Fund0.95%
BMCAXBlackRock Advantage Large Cap Growth Fund1.12%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
VCSTXScience & Technology Fund0.91%
JAIJXLifestyle Growth Portfolio0.61%
COAVXColumbia Overseas Value Fund0.82%
ATHAXHeritage Fund1.25%
ASLDXSelect Fund0.63%
OALGXOptimum Large Cap Growth Fund1.20%
GLPSXGoldman Sachs MLP Energy Infrastructure Fund1.08%
BMDSXBaird Mid Cap Growth Fund1.06%
CIPSXChamplain Small Company Fund1.24%
BCSIXBrown Capital Management Small Company Fund1.31%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
GSPAXGoldman Sachs U.S. Equity Dividend and Premium Fund1.01%
OWACXOld Westbury All Cap Core Fund0.96%
GQEPXGQG PARTNERS US SELECT QUALITY EQUITY FUND0.70%
BOSOXBoston Trust Walden Small Cap Fund1.00%
FMIMXFMI Common Stock Fund0.98%
HHDVXHamlin High Dividend Equity Fund1.15%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
HBGIXHARTFORD DISCIPLINED EQUITY HLS FUND0.84%
DDZRXMacquarie Value Fund0.61%
AWAAXAB Wealth Appreciation Strategy1.00%
INDCXVictory Pioneer Disciplined Growth Fund0.98%
TSVPXT. Rowe Price Spectrum Diversified Equity Fund0.58%
USAAXVictory Growth Fund0.89%
AOMIXOne Choice Portfolio: Moderate0.87%
TWQAXTransamerica Large Cap Value0.99%
HNVRXHarbor Small Cap Value Fund0.80%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
DQIAXBNY Mellon Equity Income Fund1.02%

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