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Ladenburg Growth & Income A (LOWAX)

14.06
0.00
(0.00%)
At close: 8:01:27 PM EDT
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  • Previous Close 14.06
  • YTD Return -3.34%
  • Expense Ratio 1.20%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 157.55M
  • Beta (5Y Monthly) 1.03
  • Yield 1.22%
  • 5y Average Return --
  • Holdings Turnover 12.93%
  • Last Dividend 0.02
  • Inception Date Aug 24, 2015

The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange-traded notes ("ETNs") and mutual funds (together, "underlying funds"). It may invest up to 40% of its net assets in underlying funds that primarily invest in foreign securities. The fund's adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 40-70%; Fixed Income 20-50%; Alternatives 0-20%.

Ladenburg Thalmann

Fund Family

Allocation--50% to 70% Equity

Fund Category

157.55M

Net Assets

2015-08-24

Inception Date

More about Ladenburg Growth & Income A

Performance Overview: LOWAX

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Trailing returns as of 6/3/2025. Category is Allocation--50% to 70% Equity.

YTD Return

LOWAX
3.34%
Category
9.69%
 

1-Year Return

LOWAX
7.26%
Category
27.06%
 

3-Year Return

LOWAX
5.70%
Category
11.00%
 

5-Year Return

LOWAX
7.07%
Category
10.26%
 

Holdings: LOWAX

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Sector Weightings

SectorLOWAX
Technology   24.95%
Financial Services   15.54%
Consumer Cyclical   11.66%
Healthcare   11.41%
Industrials   10.67%
Communication Services   6.93%
Consumer Defensive   6.32%
Energy   5.36%
Real Estate   2.54%
Basic Materials   2.34%
Utilities   2.27%
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Recent News: LOWAX

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研究報告: LOWAX

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