LOWCX Mutual Fund (Ladenburg Growth & Income - Class C) is managed by Ladenburg Thalmann with $49,713.28 in net assets. LOWCX expense ratio is 1.98%, holding 13 positions across sectors including Unknown, Financials. Inception date: 2015-08-24.

LOWCX performance shows a YTD return of 7.47%. The 1-year return is 14.88% and the 5-year return is 4.85%. LOWCX dividend yield stands at 2.93%, paid monthly.

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

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