Ladenburg Growth & Income A (LOWAX)

LOWAX Holdings Information

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

• Total Holdings: 14
• Top 10 Percentage: 90.01%
• Asset Class: n/a
• Fund Category: Allocation--50% to 70% Equity
• Assets: 177.66M
• Forward PE Ratio: 18.51

Top 25 Holdings

As of May 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	SCHV	Schwab U.S. Large-Cap Value ETF	21.61%	1,259,744
2	SCHG	Schwab U.S. Large-Cap Growth ETF	18.39%	1,025,146
3	BOND	PIMCO Active Bond Exchange-Traded Fund	9.33%	198,156
4	GTO	Invesco Total Return Bond ETF	6.56%	273,609
5	BIV	Vanguard Intermediate-Term Bond ETF	6.55%	166,898
6	AVUV	Avantis U.S. Small Cap Value ETF	6.31%	102,817
7	TOTL	State Street DoubleLine Total Return Tactical ETF	5.59%	276,303
8	XSMO	Invesco S&P SmallCap Momentum ETF	5.56%	123,391
9	WTV	WisdomTree US Value Fund of Benef Interest	5.21%	99,009
10	FENI	Fidelity Enhanced International ETF	4.91%	238,111
11	HELO	JPMorgan Hedged Equity Laddered Overlay ETF	4.70%	135,168
12	IWP	iShares Russell Mid-Cap Growth ETF	3.80%	52,066
13	FGXXX	First American Government Obligations Fund	1.53%	2,987,897
14	n/a	Cash	-0.04%	n/a

Data Source: Finnhub Last updated: May 31, 2026

Mutual fund holdings data is provided by Finnhub. Holdings are typically published by the fund issuer on a monthly or quarterly basis, often with a 30–60 day delay.

Update frequency:

Quarterly

Last checked:

Jul 9, 2026

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