Ladenburg Growth & Income Fund Class C (LOWCX) - Allocation--50% to 70% Equity fund with $87.35 Million in assets. The fund allocates 98.22% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is SCHWAB US LG VAL at 21.38% of total assets. This is followed by SCHW-US L/C GRW (17.97%) and JPM-HDG EQTY-I (10.48%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| SCHWAB US LG VAL | 21.38% | - | - |
| SCHW-US L/C GRW | 17.97% | - | - |
| JPM-HDG EQTY-I | 10.48% | - | - |
| ISHARES 20+ YEAR | 9.08% | - | - |
| INVESCO TOTAL RE | 6.80% | - | - |
| VANGUARD INTERME | 6.80% | - | - |
| PIMCO ACTIVE BON | 9.74% | - | - |
| SPDR DBL TR ETF | 5.90% | - | - |
| VANGUARD M/C GRW | 5.06% | - | - |
| PACER CASH COW | 5.01% | - | - |
| JPM HG EQ ETF | 5.00% | - | - |
| AVANTIS US S/C | 6.34% | - | - |
| INVESCO SP SMAL | 5.11% | - | - |
| WISDOMTREE U.S. | 5.16% | - | - |
| SS DL TR TACTIC | 5.81% | - | - |
| FMR-ENH INTL | 5.13% | - | - |