# Portfolio overlap — LOWAX vs BLUI Comparing **Ladenburg Growth & Income Fund** (2026-03-31) and **Bluemonte Diversified Income ETF** (2026-01-31). - Shared positions: 1 - Ladenburg Growth & Income Fund covered by Bluemonte Diversified Income ETF: 0.1020153741878801483472209632 - Bluemonte Diversified Income ETF covered by Ladenburg Growth & Income Fund: 0.1020153741878801483472209632 ## Ladenburg Growth & Income Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB US LG VAL | 0.214355 | | | SCHW-US L/C GRW | 0.166601 | | | PIMCO Active Bond Exchange-Traded Fund | 0.102015 | ✓ | | Vanguard Intermediate-Term Bond ETF | 0.071863 | | | Invesco Total Return Bond ETF | 0.071483 | | | Avantis U.S. Small Cap Value ETF | 0.063367 | | | State Street DoubleLine TR Tact ETF | 0.061243 | | | INVESCO S&P SMAL | 0.052331 | | | WisdomTree U.S. Value Fund | 0.052325 | | | FMR-ENH INTL | 0.049417 | | | JPM HG EQ ETF | 0.048194 | | | ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.037215 | | | FRST AM-GV OB-X | 0.009590 | | ## Bluemonte Diversified Income ETF — top positions | Security | Weight | Shared | |----------|--------|--------| | PIMCO Active Bond Exchange-Traded Fund | 0.398016 | ✓ | | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND MUTUAL FUND | 0.199151 | | | GLOBAL X MLP ETF MUTUAL FUND | 0.104688 | | | C&S PREF & INCOME ACTIVE ETF MUTUAL FUND | 0.100055 | | | C&S REAL ESTATE ACTIVE ETF MUTUAL FUND | 0.099748 | | | FT-SENIOR LOAN | 0.098342 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-007563` (as of 2026-03-31) - N-PORT (fund B) — accession `0002048251-26-002571` (as of 2026-01-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _