LAWCX Mutual Fund

LAWCX Mutual Fund (Ladenburg Aggressive Growth Fund Class C) is managed by Ladenburg Thalmann with $14,585.15 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 6.72%. LAWCX dividend yield stands at 4.15%, paid annually.

LAWCX 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 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.