LOWCX Mutual Fund

LOWCX Mutual Fund (Ladenburg Growth & Income - Class C) is managed by Ladenburg Thalmann with $107,060.02 in net assets. LOWCX expense ratio is 1.98%, holding 15 positions across sectors including Financials. Inception date: 2015-08-24.

LOWCX performance shows a YTD return of 5.78%. The 1-year return is 7.05% and the 5-year return is 3.88%. LOWCX dividend yield stands at 3.11%, paid monthly.

LOWCX top holdings include Schwab U.S. Large-cap Value ETF (13.8%), Schwab U.s. Large-cap Growth Etf (13.1%), Fidelity Covington Trustfidelity Enhanced International Etf (10.2%), Pimco Active Bond Etf (10.0%), Invesco Total Return Bond ETF (7.0%). Go to all LOWCX holdings, LOWCX sectors, or LOWCX dividends.

LOWCX can be compared against other funds. Use LOWCX overlap to find shared positions, or LOWCX vs another fund for a side-by-side view. LOWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.