LBETX Mutual Fund

LBETX Mutual Fund (LGM Risk Managed Total Return Fund Institutional Class) is managed by LGM Capital Management, LLC with $13.0M in net assets. LBETX expense ratio is 2.79%, holding 5 positions across sectors including Financials. Inception date: 2017-06-12.

LBETX performance shows a YTD return of 4.17%. The 1-year return is 6.51% and the 5-year return is 5.28%. LBETX dividend yield stands at 0.36%, paid annually.

LBETX top holdings include Colliers Hill Metropolitan District 2 Limited Tax General Obligation Bonds 6 12/15/2047 (57.8%), Vanguard Total Bond Market ETF (15.4%), Spdr Dow Jones Industrial Average ETF Trust (10.0%), Financial Select Sector Spdr F (8.8%), Invesco Qqq Trust 1 (8.3%). View all LBETX holdings, sector breakdown, or dividend history.

LBETX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LBETX alternatives are available via the screener, along with tax-loss harvesting opportunities.