About LOWIX
Ladenburg Growth & Income Fund Class I is a mutual fund designed to provide investors with a balanced approach to capital growth and income generation. Managed by Ladenburg Thalmann Asset Management since its inception in 2015, this fund employs a tactical asset allocation strategy, investing across a diversified mix of equity, fixed income, and alternative strategy exchange traded funds (ETFs), exchange traded notes (ETNs), and mutual funds. Its portfolio typically maintains a moderate allocation, with between 50% and 70% of assets in equities and the remainder in fixed income and alternatives, aiming to capture both market appreciation and income opportunities.
The fund’s investments span U.S. and foreign stocks, U.S. fixed income securities, and a range of alternative strategies, enabling broad portfolio diversification. With institutional share class access, it features an expense ratio that ranks in the above-average tier among peers and a modest portfolio turnover, reflecting a moderately active approach. Ladenburg Growth & Income Fund Class I plays a significant role for investors seeking both growth and income through a multi-asset, tactically managed portfolio within the moderate allocation category.
Fund Family Ladenburg Thalmann
Category Allocation--50% to 70% Equity
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LOWIX
Share Class Class I Shares
Index S&P 500 TR
LOWIX had a total return of 9.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.62%.
