LOWAX Mutual Fund (Ladenburg Growth & Income - Class A) is managed by Ladenburg Thalmann with $1.9M in net assets. LOWAX expense ratio is 1.23%, holding 13 positions across sectors including Unknown, Financials. Inception date: 2015-08-24.

LOWAX performance shows a YTD return of 7.90%. The 1-year return is 15.79% and the 5-year return is 5.66%. LOWAX dividend yield stands at 3.26%, paid monthly.

LOWAX top holdings include Schwab U.S. Large-cap Value ETF (21.4%), Schwab U.s. Large-cap Growth Etf (16.7%), Pimco Active Bond Exchange-traded Fund (10.2%), Vanguard Intermediate-Term B (7.2%), Invesco Total Return Bond ETF (7.2%). View all LOWAX holdings, sector breakdown, or dividend history.

LOWAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LOWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.