Mutual Fund Families
» AAMA – Advanced Asset Management3
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» Loomis Sayles3
» Lord Abbett3
» MainStay Investments3
» Matthews Asia Funds1
» Meeder Funds2
» Metropolitan West Funds1
» MFS-Massachusetts Financial Services3
» Miller Value Funds1
» Morgan Stanley Funds1
» Nationwide Funds1
» Natixis Global Asset Management3
» Navigator Funds2
» Neuberger Berman Funds3
» North Square Funds3
» Northern Funds1
» Nuveen Investments3
» Oak Associates Funds1
» Oakmark Funds1
» Oberweis Funds1
» Pacific Funds1
» Parnassus Investments1
» Pax World Funds3
» Permanent Portfolio Funds3
» PGIM Mutual Funds3
» PIMCO Funds3
» Praxis Mutual Funds3
» PRIMECAP Odyssey Funds1
» Principal Funds3
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» Shelton Funds1
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» StoneCastle2
» Swan Funds1
» T. Rowe Price3
» TCW Funds1
» The Timothy Plan3
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» Tortoise Capital Advisors1
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» US Global Investors Funds3
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» William Blair Funds1
» World Funds1
» 1919 Funds3
1Lincoln Investment executes and clears all fund transactions through Matrix Clearance and Settlement Services (MSCS). omnibus arrangment;
2Lincoln Investment executes and clears all fund transactions direct with the fund company;
3Lincoln Investment executes and clears transactions through either Matrix Clearance and Settlement Services (MSCS). or direct with the fund company, depending on the fund. Contact Lincoln Investment for clearing information on a specific fund.
Lincoln Investment and your financial professional can purchase, hold, and recommend mutual fund investments in share classes in your advisory accounts that are not the lowest cost share class. You should
not assume that you are invested in the lowest cost share class, and the share class of a mutual fund offered by Lincoln Investment can have higher expenses and therefore lower returns, which could impact
performance over time, than other share classes of that mutual fund for which you are eligible or that may otherwise be available to you if you invested in the mutual fund through a third party or through the mutual fund directly. Other financial services firms may offer the same mutual fund at a lower overall cost to the investor than is available through your account.