Ladenburg Growth & Income Fund Class C (LOWCX)

Overview

The fund is structured to deliver a diversified investment strategy by allocating resources across a broad spectrum of asset classes. By investing in a mix of equity, fixed income, and alternative strategy exchange traded funds (ETFs), exchange-traded notes (ETNs), and mutual funds, the fund aims to meet its investment objectives. The allocation strategy is designed to balance risk and reward by adjusting the portfolio's exposure to various market conditions. This approach allows the fund to adapt to changing economic landscapes, aiming to protect investor capital while seeking growth opportunities.

Products and Services

Equity Investments: The fund allocates 40-70% of its assets to underlying funds that primarily invest in equity securities. This range allows for flexibility in adjusting to market dynamics, aiming to capitalize on growth opportunities in the stock market while managing risk.

Fixed Income Investments: By investing 20-50% of its assets in fixed income underlying funds, the fund seeks to provide a stable income stream to investors. This allocation is targeted towards managing overall portfolio risk and volatility, contributing to a balanced investment strategy.

Alternative Investments: With an allocation of 0-20% of its assets to alternative strategy underlying funds, the fund introduces a component of diversification beyond traditional stocks and bonds. These investments may include commodities, real estate, or strategies that invert market trends, aiming to improve the portfolio's risk-return profile.

International Exposure: Up to 40% of the fund's net assets may be invested in underlying funds that focus on foreign securities. This strategy provides exposure to global markets, potentially enhancing portfolio diversification and the opportunity for returns in different economic environments.