LFGIX Mutual Fund

LFGIX Mutual Fund

NAV$47.48
See how much of LFGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.01%
3 Months
-3.28%
6 Months
+13.26%
YTD
+4.99%
1 Year
+6.32%
3 Years (annualized)
+24.48%
5 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LFGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.99%
Peer Avg (YTD)
+8.51%
vs Peers
-3.52%

LFGIX Mutual Fund Performance

LFGIX performance across multiple time periods: 1-month 2.01%, YTD 4.99%, 1-year 6.32%, 3-year 24.48%, 5-year 10.95%.

LFGIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

LFGIX vs another fund shows side-by-side returns. LFGIX alternatives are available in the Mutual Fund Screener.