Ladenburg Income Financial Statements From 2010 to 2024

LNCCX Fund  USD 11.02  0.02  0.18%   
Ladenburg Income financial statements provide useful quarterly and yearly information to potential Ladenburg Income Fundclass investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Ladenburg Income financial statements helps investors assess Ladenburg Income's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Ladenburg Income's valuation are summarized below:
Ladenburg Income Fundclass does not presently have any fundamental ratios for analysis.
Check Ladenburg Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ladenburg Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ladenburg financial statements analysis is a perfect complement when working with Ladenburg Income Valuation or Volatility modules.
  
This module can also supplement various Ladenburg Income Technical models . Check out the analysis of Ladenburg Income Correlation against competitors.

Ladenburg Income Fundclass Mutual Fund Year To Date Return Analysis

Ladenburg Income's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Ladenburg Income Year To Date Return

    
  9.47 %  
Most of Ladenburg Income's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Ladenburg Income Fundclass is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Based on the company's disclosures, Ladenburg Income Fundclass has a Year To Date Return of 9.4724%. This is much higher than that of the Ladenburg Thalmann family and significantly higher than that of the Allocation--15% to 30% Equity category. The year to date return for all United States funds is notably lower than that of the firm.

Ladenburg Income Fun Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ladenburg Income's current stock value. Our valuation model uses many indicators to compare Ladenburg Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ladenburg Income competition to find correlations between indicators driving Ladenburg Income's intrinsic value. More Info.
Ladenburg Income Fundclass is rated second overall fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about  1,064  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ladenburg Income's earnings, one of the primary drivers of an investment's value.

About Ladenburg Income Financial Statements

Ladenburg Income investors use historical fundamental indicators, such as Ladenburg Income's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ladenburg Income. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve the funds investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds , exchange traded notes and mutual funds. Its adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 0-30 Fixed Income 50-90 Alternatives 0-20. The fund may invest up to 15 percent of its net assets in underlying funds that primarily invest in foreign securities.

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Other Information on Investing in Ladenburg Mutual Fund

Ladenburg Income financial ratios help investors to determine whether Ladenburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ladenburg with respect to the benefits of owning Ladenburg Income security.
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