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LOWIX Ladenburg Growth & Income I

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Fund LOWIX Ladenburg Growth & Income I SWBGX Schwab MarketTrack Balanced RPBAX T. Rowe Price Balanced  
100% 87% 85%
Annual Fees
(0.98% Exp. Ratio)
(0.64% Exp. Ratio)
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$25,470.13 $28,228.70 $28,228.70
Est. savings over 30 yrs +$2,758.58 +$2,758.58
As of 9/30/16
1 YR RETURN 6.15%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.17%
3 YR 5.51%
5 YR 9.06%
10 YR 4.87%
1 YR RETURN 9.92%
3 YR 6.34%
5 YR 10.46%
10 YR 6.13%
The investment seeks long-term growth of capital with a secondary objective of producing current income. 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%. It is non-diversified.
The investment seeks both capital growth and income. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes bond, stock and cash investments. The portfolio's allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 60% equity, 35% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.
The investment seeks to provide capital growth, current income, and preservation of capital. The fund normally invests approximately 65% of its total assets in common stocks and 35% in fixed income securities. It will invest at least 25% of its total assets in fixed income senior securities and may invest up to 35% of its total assets in foreign securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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