LOWIX Mutual Fund

LOWIX Mutual Fund

NAV$16.35
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Showing the top 10 of 13 holdings · as of Mar 31, 2026
Top 10 weight
90.56%
LOWIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHV
Schwab Us Large-cap Value ETFFinancials · Capital Markets
21.45%		21.4%1,259,744$38.42MFinancialsCapital Markets
2
SCHG
Schwab U.s. Large-cap Growth EtfFinancials · Capital Markets
16.67%		38.1%1,025,146$29.86MFinancialsCapital Markets
3DebtPimco Active Bond Etf
10.21%		48.3%198,156$18.29M--
4
BIV
Vanguard Intermediate-Term B
7.19%		55.5%166,898$12.88M--
5DebtInvesco Total Return Bond ETF
7.15%		62.7%273,609$12.81M--
6
AVUV
Avantis US S/C
6.34%		69.0%102,817$11.36M--
7
TOTL
Spdr Doubleline Tr Tact E
6.13%		75.1%276,303$10.98M--
8
XSMO
Invesco S&P SmallCap Momentum ETF
5.24%		80.4%123,391$9.38M--
9
WTV
Wisdomtree Emg Mkt Eq Incm Etf Fund
5.24%		85.6%99,009$9.38M--
10
FIENX
Fidelity Covington Trustfidelity Enhanced International Etf
4.94%		90.6%238,111$8.86M--
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Themes in the top 10
ETF ProvidersAsset ManagementGlobal BankingInvestment TechnologyInterest RatesConsumer SpendingArtificial IntelligenceSemiconductors

LOWIX Mutual Fund Top Holdings

LOWIX holdings top 10 positions. The top 10 holdings account for 90.6% of the fund, led by Schwab Us Large-cap Value ETF at 21.4%, Schwab U.s. Large-cap Growth Etf at 16.7%, Pimco Active Bond Etf at 10.2%.

LOWIX portfolio concentration is relatively high, with the top 10 representing 90.6% of total assets. The largest sector exposure is Financials at 42.8%.

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