Morningstar

Ladenburg Growth & Income Fund Class A LOWAX

Medalist Rating as of Aug 31, 2026 See Alternative Strategies Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange-traded notes ("ETNs") and mutual funds (together, "underlying funds"). It may invest up to 40% of its net assets in underlying funds that primarily invest in foreign securities. The fund's adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 40-70%; Fixed Income 20-50%; Alternatives 0-20%.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LOWIX	Ladenburg Growth & Income Fund Class I	Institutional	Open			Aug 24, 2015	$190.76M	1.020%	High	$1M	$445,915.85
LOWAX	Ladenburg Growth & Income Fund Class A	Front Load	Open			Aug 24, 2015	$1.81M	1.230%	High	$1,000	−$185,541.55
LOWCX	Ladenburg Growth & Income Fund Class C	Level Load	Open			Aug 24, 2015	$107,776.00	1.980%	High	$1,000	$104,508.35

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