Skip to Content
Morningstar

Ladenburg Growth & Income C LOWCX

Morningstar Medalist Rating
Medalist Rating as of | See Ladenburg Thalmann Investment Hub
  • NAV / 1-Day Return 13.23  /  −0.15 %
  • Total Assets 158.7 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 0.85%
  • Turnover 23%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:13 AM GMT+0

Morningstar’s Analysis LOWCX

Will LOWCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LOWCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LOWCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LOWCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Ladenburg Growth& Income C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LOWCX

More LOWCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Large-Cap Value ETF™

21.58 35.1 Mil
—

Schwab US Large-Cap Growth ETF™

18.90 30.7 Mil
—

JPMorgan Hedged Equity I

10.20 16.6 Mil
—

iShares 20+ Year Treasury Bond ETF

9.49 15.4 Mil
—

Invesco Total Return Bond ETF

6.77 11.0 Mil
—

Vanguard Interm-Term Bond ETF

6.74 11.0 Mil
—

PIMCO Active Bond ETF

5.79 9.4 Mil
—

SPDR® DoubleLine Total Return Tact ETF

5.76 9.4 Mil
—

Vanguard Mid-Cap Growth ETF

5.25 8.5 Mil
—

Pacer US Cash Cows 100 ETF

5.07 8.2 Mil
—