LOWIX Mutual Fund (Ladenburg Growth & Income Class I) is managed by Ladenburg Thalmann with $191.8M in net assets. LOWIX expense ratio is 1.02%, holding 13 positions across sectors including Unknown, Financials. Inception date: 2015-08-24.

LOWIX performance shows a YTD return of 8.02%. The 1-year return is 15.94% and the 5-year return is 5.90%. LOWIX dividend yield stands at 3.44%, paid monthly.

LOWIX 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 LOWIX holdings, sector breakdown, or dividend history.

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