About LOWCX
The Ladenburg Growth & Income Fund Class C is a mutual fund designed to provide a balanced approach by investing in a mix of equity, fixed income, and alternative strategy exchange-traded funds, exchange-traded notes, and mutual funds. Its primary purpose is to achieve both capital appreciation and income generation, targeting an allocation that typically ranges from 50% to 70% equity exposure. This diversified structure allows the fund to adapt to evolving market conditions through tactical allocation, shifting assets between market capitalizations, regions, credit qualities, durations, and between asset classes as needed. Managed by Ladenburg Thalmann Asset Management, the fund employs a global diversification strategy and can allocate up to 10% of its holdings to money market funds to enhance liquidity and manage risk. With a history dating back to its inception in August 2015, the fund appeals to investors seeking a single solution for diversified growth and income objectives across multiple asset classes.
Fund Family Ladenburg Thalmann
Category Allocation--50% to 70% Equity
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LOWCX
Share Class Class C Shares
Index S&P 500 TR
LOWCX had a total return of 12.72% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.55%.
