LOWIX Mutual Fund
LOWIX Mutual Fund
LOWIX Mutual Fund
Ladenburg Growth & Income Class I
LOWIX Mutual Fund Overview
LOWIX Mutual Fund (Ladenburg Growth & Income Class I) is managed by Ladenburg Thalmann with $197.6M in net assets. LOWIX expense ratio is 1.02%, holding 13 positions across sectors including Financials. Inception date: 2015-08-24.
LOWIX performance shows a YTD return of 7.08%. The 1-year return is 13.83% and the 5-year return is 5.51%. LOWIX dividend yield stands at 3.48%, paid monthly.
LOWIX 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 LOWIX holdings, LOWIX sectors, or LOWIX dividends.
LOWIX can be compared against other funds. Use LOWIX overlap to find shared positions, or LOWIX vs another fund for a side-by-side view. LOWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.