LOWCX Mutual Fund
LOWCX Mutual Fund
NAV$15.58
AUM$40,962.48
TER1.98%
Holdings13
See how much of LOWCX you already own
LOWCX Mutual Fund
NAV$15.58
Ladenburg Growth & Income - Class C
AUM$40,962.48
TER1.98%
Holdings13
See how much of LOWCX you already own
LOWCX Mutual Fund Overlap Analysis
LOWCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LOWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, LOWCX may share significant positions with broad-market funds.
LOWCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LOWCX tax-loss harvesting finds highly correlated but non-identical funds.