LAWCX Mutual Fund

LAWCX Mutual Fund (Ladenburg Aggressive Growth Fund Class C) is managed by Ladenburg Thalmann with $14,949.4 in net assets. LAWCX expense ratio is 1.92%, holding 11 positions across sectors including Financials. Inception date: 2015-08-24.

LAWCX performance shows a YTD return of 9.53%. The 1-year return is 16.65% and the 5-year return is 6.88%. LAWCX dividend yield stands at 4.24%, paid annually.

LAWCX 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 LAWCX holdings, LAWCX sectors, or LAWCX dividends.

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