Ladenburg Growth & Income FundLOWIX
Type
Mutual fund
Peer group
Allocation
Net assets
$179.2M
Expense ratio
1.02%
1-year return
+12.4%
3 years, a year
+10.6%
5 years, a year
+5.5%
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 LOWIX.
- LOWIX overview
- LOWIX holdings
- LOWIX risk
- LOWIX costs
- LOWIX money in and out
- LOWIX share classes
- Compare LOWIX 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.