LAWAX Mutual Fund
LAWAX Mutual Fund
LAWAX Mutual Fund
Ladenburg Aggressive Growth Fund Class A
LAWAX Mutual Fund Overview
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 7.52%. LAWAX dividend yield stands at 4.27%, paid annually.
LAWAX 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 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.