Ladenburg Growth & Income Fund Class I (LOWIX)

LOWIX Holdings Information

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

• Total Holdings: 14
• Top 10 Percentage: 90.11%
• Asset Class: n/a
• Fund Category: Allocation--50% to 70% Equity
• Assets: 177.66M
• Forward PE Ratio: 17.93

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	SCHV	Schwab U.S. Large-Cap Value ETF	21.38%	1,293,111
2	SCHG	Schwab U.S. Large-Cap Growth ETF	17.97%	986,769
3	BOND	PIMCO Active Bond Exchange-Traded Fund	9.74%	187,325
4	GTO	Invesco Total Return Bond ETF	6.80%	256,868
5	BIV	Vanguard Intermediate-Term Bond ETF	6.80%	156,339
6	AVUV	Avantis U.S. Small Cap Value ETF	6.34%	111,316
7	TOTL	State Street DoubleLine Total Return Tactical ETF	5.81%	258,334
8	WTV	WisdomTree US Value Fund of Benef Interest	5.16%	99,009
9	FENI	Fidelity Enhanced International ETF	5.13%	251,002
10	HELO	JPMorgan Hedged Equity Laddered Overlay ETF	5.00%	134,901
11	XSMO	Invesco S&P SmallCap Momentum ETF	4.96%	123,391
12	IWP	iShares Russell Mid-Cap Growth ETF	3.98%	52,066
13	FGXXX	First American Government Obligations Fund	0.99%	1,780,647
14	n/a	Cash	-0.05%	n/a