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 10 positions across sectors including Financials. Inception date: 2015-08-24.

LAWAX performance shows a YTD return of 12.24%. The 1-year return is 16.71% and the 5-year return is 7.00%. LAWAX dividend yield stands at 4.27%, paid annually.

LAWAX 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 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.