LBTTX Mutual Fund

LBTTX Mutual Fund

NAV$9.09
See how much of LBTTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
$66,521.58
Expense Ratio
1.80%
Dividend Yield (Current)
0.03%
Holdings
5
Inception Date
Jun 12, 2017
Fund Family
LGM Capital Management, LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-15.83%
1 Year-15.83%
3 Year-1.28%

Asset Allocation

Stocks: 8.28%
Other: 91.73%
See how much of LBTTX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Dividend Yield (Current)
0.03%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LBTTX Mutual Fund Overview

LBTTX Mutual Fund (LGM Risk Managed Total Return Fund Investor Class) is managed by LGM Capital Management, LLC with $66,521.58 in net assets. LBTTX expense ratio is 1.80%, holding 5 positions across various sectors. Inception date: 2017-06-12.

LBTTX performance shows a YTD return of -15.83%. The 1-year return is -15.83%. LBTTX dividend yield stands at 0.03%, paid annually.

LBTTX top holdings include a diversified portfolio. Go to all LBTTX holdings, LBTTX sectors, or LBTTX dividends.

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