LAGIX Mutual Fund
LAGIX Mutual Fund
LAGIX Mutual Fund
Ladenburg Aggressive Growth Fund Class I
LAGIX Mutual Fund Overview
LAGIX Mutual Fund (Ladenburg Aggressive Growth Fund Class I) is managed by Ladenburg Thalmann with $72.4M 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 7.67%. LAGIX dividend yield stands at 4.64%, paid annually.
LAGIX top holdings include Schwab U.s. Large-cap Growth Etf (21.5%), Schwab U.S. Large-cap Value ETF (20.9%), Fidelity Covington Trustfidelity Enhanced International Etf (14.2%), Avantis US S/C (8.1%), Invesco S&P SmallCap Momentum ETF (7.9%). 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.