LAWAX Mutual Fund

LAWAX Mutual Fund (Ladenburg Aggressive Growth Fund Class A) is managed by Ladenburg Thalmann with $1.0M in net assets. LAWAX expense ratio is 1.17%, holding 11 positions across sectors including Financials. Inception date: 2015-08-24.

LAWAX performance shows a YTD return of 9.96%. The 1-year return is 17.52% and the 5-year return is 7.09%. LAWAX dividend yield stands at 4.36%, paid annually.

LAWAX 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 LAWAX holdings, LAWAX sectors, or LAWAX dividends.

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