Morningstar

Ladenburg Growth & Income Fund Class A LOWAX

Morningstar Medalist Rating
Medalist Rating as of | See Alternative Strategies Investment Hub
  • NAV / 1-Day Return 15.91  /  −0.31 %
  • Total Assets 193.6M
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.40%
  • Turnover 38%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:51 AM GMT+0

Morningstar’s Analysis LOWAX

Will LOWAX outperform in the 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 LOWAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LOWAX 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 LOWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ladenburg Growth & Income A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LOWAX

More LOWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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