Morningstar

Ladenburg Growth & Income Fund Class I LOWIX

Morningstar Medalist Rating
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Medalist Rating as of See Alternative Strategies Investment Hub
  • NAV / 1-Day Return $15.89  /  −0.25 %
  • Fund Size $192.7M
  • Adjusted Expense Ratio 1.020%
  • Net Expense Ratio 0.730%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.72%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis LOWIX

Will LOWIX 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 LOWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LOWIX 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 LOWIX’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 I 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.

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Portfolio Holdings LOWIX

More LOWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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