Ladenburg Growth & Income Fund (LOWIX) Alternatives
Ladenburg Growth & Income Fund (LOWIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LOWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LOWIX
LOWIX charges 0.76% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LOWIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LOWIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LOWIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LOWIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | LOWIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LOWIX vs BWBIX |
Best Risk-Adjusted Alternatives to LOWIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | LOWIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LOWIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LOWIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LOWIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LOWIX vs PMAIX |
Top Performing LOWIX Alternatives (YTD)
LOWIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | LOWIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LOWIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LOWIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LOWIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LOWIX vs CONWX |
Lowest Volatility Alternatives to LOWIX
LOWIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | LOWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LOWIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LOWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LOWIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LOWIX vs SICIX |
Lowest Drawdown Alternatives to LOWIX
LOWIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | LOWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LOWIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LOWIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LOWIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LOWIX vs SICIX |
Other Mutual Funds from Ladenburg Thalmann
Most popular Ladenburg Thalmann mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 38 | -3.37% | Aug 23, 2015 | LOWIX vs LAGIX | |
| Ladenburg Income & Growth Fund | Diversified Portfolio | 53 | -2.00% | Aug 23, 2015 | LOWIX vs LNOIX | |
| Ladenburg Growth Fund | Diversified Portfolio | 43 | -3.17% | Aug 23, 2015 | LOWIX vs LGWIX | |
| Ladenburg Income Fund | Diversified Portfolio | 65 | -1.48% | Aug 23, 2015 | LOWIX vs LNCIX |
Often Compared With LOWIX
What investors most often compare with LOWIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Multi-Asset Index Fund | Diversified Portfolio | 63 | -3.78% | Jun 29, 1999 | LOWIX vs FFNOX | |
| Innovative Industrial Properties, Inc. | 40 | 10.03% | — | LOWIX vs IIPR | ||
| American Funds The Income Fund of America Class A | Diversified Portfolio, Dividend, Actively Managed | 81 | 1.48% | Dec 1, 1973 | LOWIX vs AMECX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | LOWIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | LOWIX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | LOWIX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | LOWIX vs QBDSX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | LOWIX vs MAANX |
Compare LOWIX with Any Fund or Stock
Compare LOWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.