LAGIX Mutual Fund

LAGIX Mutual Fund (Ladenburg Aggressive Growth Fund Class I) is managed by Ladenburg Thalmann with $71.5M in net assets. LAGIX expense ratio is 1.02%, holding 10 positions across sectors including Financials. Inception date: 2015-08-24.

LAGIX performance shows a YTD return of 12.37%. The 1-year return is 16.89% and the 5-year return is 7.16%. LAGIX dividend yield stands at 4.55%, paid annually.

LAGIX top holdings include Schwab U.s. Large-cap Growth Etf (22.1%), Schwab U.S. Large-cap Value ETF (20.9%), Fidelity Covington Trustfidelity Enhanced International Etf (14.3%), Avantis US S/C (8.0%), First Trust Global Tactic (7.5%). 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.