Nasdaq - Delayed Quote USD

Ladenburg Growth & Income A (LOWAX)

14.02
-0.04
(-0.28%)
As of 8:06:27 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.70%
5y Average Return 6.93%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Jun 4, 2025) 19.39%
Worst 1Y Total Return (Jun 4, 2025) --
Best 3Y Total Return 19.39%
Worst 3Y Total Return 1.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LOWAX
Category
YTD
0.05%
9.69%
1-Month
3.52%
0.91%
3-Month
-1.15%
5.21%
1-Year
7.55%
27.06%
3-Year
7.03%
11.00%
5-Year
7.09%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
15.27%
15.58%
Last Bear Market
-12.55%
-12.16%

Annual Total Return (%) History

Year
LOWAX
Category
2025
--
--
2024
11.97%
--
2023
14.93%
--
2022
-16.32%
--
2021
12.28%
--
2020
11.35%
11.72%
2019
19.39%
19.23%
2018
-7.49%
-5.76%

2017
14.01%
13.21%
2016
5.25%
7.34%
2015
--
-1.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.38% -- -- --
2024 5.18% 0.76% 6.63% -0.92%
2023 4.75% 4.46% -4.06% 9.48%
2022 -5.58% -12.55% -4.02% 5.58%
2021 2.14% 5.49% -0.68% 4.92%
2020 -13.78% 12.42% 5.60% 8.78%
2019 9.52% 2.97% 0.66% 5.17%
2018 -0.80% 0.38% 3.01% -9.81%
2017 4.29% 2.31% 2.85% 3.88%
2016 0.50% 0.90% 2.89% 0.87%

2015 1.64% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 40
3-Month 79
1-Year 68
3-Year 61
5-Year 88

Load Adjusted Returns

1-Year 2.17%
3-Year 5.22%
5-Year 6.00%
10-Year --

Performance & Risk

YTD Return 0.70%
5y Average Return 6.93%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Ladenburg Thalmann
Net Assets 163.14M
YTD Return 0.05%
Yield 1.18%
Morningstar Rating
Inception Date Aug 24, 2015

Fund Summary

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%.

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