Ladenburg Growth & Income Fund Class A (LOWAX)

LOWAX Holdings Information

LOWAX is a mutual fund with a total of 14 individual holdings.

• Total Holdings: 14
• Top 10 Percentage: 90.93%
• Asset Class: n/a
• Fund Category: Allocation--50% to 70% Equity
• Assets: 177.66M
• Forward PE Ratio: 18.76

Top 25 Holdings

As of Feb 28, 2026

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No.	Symbol	Name	% Weight	Shares
1	SCHV	Schwab U.S. Large-Cap Value ETF	21.79%	1,259,744
2	SCHG	Schwab U.S. Large-Cap Growth ETF	16.91%	1,025,146
3	BOND	PIMCO Active Bond Exchange-Traded Fund	10.06%	198,156
4	BIV	Vanguard Intermediate-Term Bond ETF	7.08%	166,898
5	GTO	Invesco Total Return Bond ETF	7.04%	273,609
6	AVUV	Avantis U.S. Small Cap Value ETF	6.23%	102,817
7	TOTL	State Street DoubleLine Total Return Tactical ETF	6.04%	276,303
8	XSMO	Invesco S&P SmallCap Momentum ETF	5.29%	123,391
9	WTV	WisdomTree US Value Fund of Benef Interest	5.28%	99,009
10	FENI	Fidelity Enhanced International ETF	5.20%	238,111
11	HELO	JPMorgan Hedged Equity Laddered Overlay ETF	4.83%	135,168
12	IWP	iShares Russell Mid-Cap Growth ETF	3.82%	52,066
13	FGXXX	First American Government Obligations Fund	0.47%	868,438
14	n/a	Cash	-0.05%	n/a