LOWCX Mutual Fund

NAV$15.51
Showing 10 of 13 holdings(as of Mar 31, 2026)Top 10 Weight: 90.56%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1SCHVSchwab U.S. Large-cap Value ETF21.45%1,259,744$38.42M-FinancialsCapital Markets
2SCHGSchwab U.s. Large-cap Growth Etf16.67%1,025,146$29.86M-FinancialsCapital Markets
3BOND:PABonduelle Sca10.21%198,156$18.29MProProPro
4BIVVanguard Intermediate-Term B7.19%166,898$12.88MProProPro
5GTOInvesco Total Return Bond ETF7.15%273,609$12.81MProProPro
6AVUVAvantis U.S. Small Cap Value ETF6.34%102,817$11.36MProProPro
7TOTLSpdr Doubleline Tr Tact E6.13%276,303$10.98MProProPro
8XSMOInvesco S&P SmallCap Momentum ETF5.24%123,391$9.38MProProPro
9WTVWisdomtree Emg Mkt Eq Incm Etf Fund5.24%99,009$9.38MProProPro
10FIENXFidelity Covington Trustfidelity Enhanced International Etf4.94%238,111$8.86MProProPro
See the other 3 holdings of LOWCX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
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LOWCX Mutual Fund Top Holdings

LOWCX holdings top 10 positions. The top 10 holdings account for 90.6% of the fund, led by Schwab U.S. Large-cap Value ETF at 21.4%, Schwab U.s. Large-cap Growth Etf at 16.7%, Bonduelle Sca at 10.2%.

LOWCX portfolio concentration is relatively high, with the top 10 representing 90.6% of total assets. The largest sector exposure is Unknown at 57.3%.

LOWCX sector allocation provides a detailed breakdown. LOWCX overlap tool shows how holdings compare to other funds in your portfolio.