LAGIX Mutual Fund

LAGIX Mutual Fund (Ladenburg Aggressive Growth Fund Class I) is managed by Ladenburg Thalmann with $74.2M in net assets. LAGIX expense ratio is 1.02%, holding 11 positions across sectors including Financials. Inception date: 2015-08-24.

LAGIX performance shows a YTD return of 10.04%. The 1-year return is 17.65% and the 5-year return is 7.23%. LAGIX dividend yield stands at 4.64%, paid annually.

LAGIX top holdings include Schwab Us Large-cap Value ETF (27.7%), Schwab U.s. Large-cap Growth Etf (21.5%), Wisdomtree Emg Mkt Eq Incm Etf Fund (11.2%), Avantis US S/C (8.5%), Ishares Russell Mid-cap Growth ETF (8.3%). Go to all LAGIX holdings, LAGIX sectors, or LAGIX dividends.

LAGIX can be compared against other funds. Use LAGIX overlap to find shared positions, or LAGIX vs another fund for a side-by-side view. LAGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.