Ladenburg Growth & Income FundLOWAX
Type
Mutual fund
Peer group
Allocation
Net assets
$179.2M
Expense ratio
1.23%
1-year return
+12.1%
3 years, a year
+10.4%
5 years, a year
+5.3%
Holdings
13
What it aims to do.
Investment Objective: The Fund seeks long-term growth of capital with a secondary objective of producing current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Schwab Strategic Trust | 21.45% |
| Schwab Strategic Trust | 16.67% |
| PIMCO ETF Trust | 10.21% |
| Vanguard Bond Index Funds | 7.19% |
| Invesco Actively Managed Exchange-Traded Fund Trust | 7.15% |
| American Century ETF Trust | 6.34% |
| Ssga Active Trust | 6.13% |
| Invesco Exchange-Traded Fund Trust | 5.24% |
| Wisdomtree Trust | 5.24% |
| Fidelity Covington Trust | 4.94% |
More on LOWAX.
- LOWAX overview
- LOWAX holdings
- LOWAX risk
- LOWAX costs
- LOWAX money in and out
- LOWAX share classes
- Compare LOWAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.