LOWIX Mutual Fund

LOWIX Mutual Fund (Ladenburg Growth & Income Class I) is managed by Ladenburg Thalmann with $194.9M 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 5.91%. LOWIX dividend yield stands at 3.45%, paid monthly.

LOWIX top holdings include Schwab U.S. Large-cap Value ETF (14.0%), Schwab U.s. Large-cap Growth Etf (13.4%), Fidelity Covington Trustfidelity Enhanced International Etf (10.2%), Pimco Active Bond Etf (9.8%), Spdr Doubleline Tr Tact E (7.8%). 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.