About LOWAX
Ladenburg Growth & Income Fund Class A is a mutual fund designed to provide investors with a balanced approach to capital growth and income generation. As an actively managed moderate allocation fund, it invests across a diversified mix of asset classes, including equity, fixed income securities, and alternative investment strategies. The fund’s portfolio typically allocates between 50% and 70% to equities, targeting both U.S. and foreign markets, and includes exposure to various sectors and company sizes by investing in underlying funds that employ growth and value investing styles. Additionally, it incorporates investments in fixed income securities of varying credit qualities and maturities, including high-yield bonds, and may allocate a portion to alternative strategies such as managed futures, commodities, and long-short strategies. Ladenburg Thalmann Asset Management employs a tactical asset allocation process, allowing for flexible shifts in response to changing market conditions. This fund plays a role in offering investors a core diversified holding that seeks to balance risk and return through asset class diversification and disciplined risk management, making it suitable for those seeking both income and capital appreciation within a single fund vehicle.
Fund Family Ladenburg Thalmann
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LOWAX
Share Class Class A Shares
Index S&P 500 TR
LOWAX had a total return of 8.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.36%.
