LOWAX Mutual Fund

LOWAX Mutual Fund (Ladenburg Growth & Income - Class A) is managed by Ladenburg Thalmann with $1.9M in net assets. LOWAX expense ratio is 1.23%, holding 13 positions across sectors including Financials. Inception date: 2015-08-24.

LOWAX performance shows a YTD return of 6.87%. The 1-year return is 13.60% and the 5-year return is 5.27%. LOWAX dividend yield stands at 3.29%, paid monthly.

LOWAX top holdings include Schwab Us Large-cap Value ETF (21.4%), Schwab U.s. Large-cap Growth Etf (16.7%), Pimco Active Bond Etf (10.2%), Vanguard Intermediate-Term B (7.2%), Invesco Total Return Bond ETF (7.2%). Go to all LOWAX holdings, LOWAX sectors, or LOWAX dividends.

LOWAX can be compared against other funds. Use LOWAX overlap to find shared positions, or LOWAX vs another fund for a side-by-side view. LOWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.