Total Available Funds: | 15 |
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Total Available Funds: | 15 |
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Total Available Funds: | 15 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | |||||||||||||||||||||||||||||||||||||||||||||
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Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click for Portfolio Details or Follow | 4.1% | 13.1% | 1.5% | 6.8% | 5.1% | 6.3% | |
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Asset Allocation Composite: Click here to see this strategy description | |||||||
Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | |||||||
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** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
This plan also represents Lincoln Life & Annuity Co of New York AMERICAN LEGACY III (NY) 7-YEAR CDSC B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III PLUS (NY) 9-YEAR CDSC B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III C SHARE (NY) NO CDSC C SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III VIEW (NY) 4-YEAR CDSC L SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY SHAREHOLDER'S ADVANTAGE (NY) A CLASS A SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III (NY) GOP B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III PLUS (NY) GOP B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 2 (NY) 4-YR CDSC L SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY DESIGN 3 (NY) 7-YR CDSC B SHARES, Lincoln Life & Annuity Co of New York AMERICAN LEGACY III C SHARE (NY) GOP。