Nasdaq - Delayed Quote USD
Ladenburg Growth & Income A (LOWAX)
14.02
-0.04
(-0.28%)
As of 8:06:27 AM EDT. Market Open.
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%.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.39% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LOWAX | Category Average | LOWAX | Category Average | LOWAX | Category Average | |
| Alpha | -0.11 | -0.01 | -0.36 | -0.01 | -- | -0 |
| BETA | 1.03 | 0.01 | 1.03 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.64 | 0.01 | 0.63 | 0.01 | -- | 0.01 |
| R-squared | 92.46 | 0.93 | 93.1 | 0.92 | -- | 0.92 |
| Standard Deviation | 12.92 | 0.13 | 11.93 | 0.1 | -- | 0.09 |
| Sharpe Ratio | 0.23 | 0.01 | 0.39 | 0.01 | -- | 0.01 |
| Treynor Ratio | 2.15 | 0.09 | 4.05 | 0.09 | -- | 0.07 |
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