LBTTX Mutual Fund
NAV$9.09
AUM$66,521.58
TER1.80%
Holdings5
LBTTX Mutual Fund
NAV$9.09
LGM Risk Managed Total Return Fund Investor Class
AUM$66,521.58
TER1.80%
Holdings5
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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. View all LBTTX holdings, sector breakdown, or dividend history.
LBTTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LBTTX alternatives are available via the screener, along with tax-loss harvesting opportunities.