LOWIX Mutual Fund

LOWIX Mutual Fund

NAV$16.07
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Showing top 14 of 14 holdings · as of Aug 31, 2026
LOWIX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHV
Schwab U.S. Large-cap Value ETFFinancials · Capital Markets
13.93%		13.9%800,236$27.62MFinancialsCapital Markets
2
SCHG
Schwab U.s. Large-cap Growth EtfFinancials · Capital Markets
13.70%		27.6%761,955$27.17MFinancialsCapital Markets
Sector and industry · Pro
3
FIENX
Fidelity Covington Trustfidelity Enhanced International Etf
10.20%		37.8%489,649$20.23M
4DebtPimco Active Bond Etf
9.60%		47.4%210,591$19.04M
5
TOTL
Spdr Doubleline Tr Tact E
7.69%		55.1%393,470$15.25M
6
BIV
Vanguard Intermediate-Term B
6.73%		61.8%176,955$13.34M
7DebtInvesco Total Return Bond ETF
6.70%		68.5%288,427$13.28M
8
FTGC
First Trust Global Tactic
6.45%		75.0%412,774$12.78M
9
WTV
Wisdomtree Emg Mkt Eq Incm Etf Fund
5.40%		80.4%99,009$10.70M
10
AVUV
Avantis US S/C
4.99%		85.4%79,140$9.89M
11
IWP
Ishares Russell Mid-cap Growth ETF
4.92%		90.3%69,510$9.76M
12
XSMO
Invesco S&P SmallCap Momentum ETF
4.68%		95.0%110,960$9.28M
13
QQQM
Invesco NASDAQ 100 ETF
3.98%		99.0%26,720$7.89M
14
FGXXX
First American Government Obligations Fund
1.03%		100.0%2,032,876$2.03M
Not reported for this fund: share changes.
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LOWIX Mutual Fund All Holdings

LOWIX holdings total 14 positions. The top 10 holdings account for 85.4% of the fund, led by Schwab U.S. Large-cap Value ETF at 13.9%, Schwab U.s. Large-cap Growth Etf at 13.7%, Fidelity Covington Trustfidelity Enhanced International Etf at 10.2%.

LOWIX portfolio concentration is relatively high, with the top 10 representing 85.4% of total assets. The largest sector exposure is Financials at 37.6%.

LOWIX sectors provide a detailed breakdown. LOWIX overlap shows how holdings compare to other funds in your portfolio.