LOWCX Mutual Fund

LOWCX Mutual Fund (Ladenburg Growth & Income - Class C) is managed by Ladenburg Thalmann with $40,962.48 in net assets. LOWCX expense ratio is 1.98%, holding 13 positions across sectors including Financials. Inception date: 2015-08-24.

LOWCX performance shows a YTD return of 6.42%. The 1-year return is 12.78% and the 5-year return is 4.46%. LOWCX dividend yield stands at 2.96%, paid monthly.

LOWCX 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 LOWCX holdings, LOWCX sectors, or LOWCX dividends.

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