LBETX Mutual Fund

LBETX Mutual Fund (LGM Risk Managed Total Return Fund Institutional Class) is managed by LGM Capital Management, LLC with $13.2M in net assets. LBETX expense ratio is 2.79%, holding 5 positions across sectors including Financials. Inception date: 2017-06-12.

LBETX performance shows a YTD return of 2.61%. The 1-year return is 4.72% and the 5-year return is 4.89%. LBETX dividend yield stands at 0.36%, paid annually.

LBETX top holdings include Colliers Hill Metropolitan District 2 Limited Tax General Obligation Bonds 6 12/15/2047 (57.8%), Vanguard Total Bond Market ETF (15.4%), Spdr Dow Jones Industrial Average ETF Trust (10.0%), Financial Select Sector Spdr F (8.8%), Invesco Qqq Trus (8.3%). Go to all LBETX holdings, LBETX sectors, or LBETX dividends.

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