LGWAX Mutual Fund
LGWAX Mutual Fund
LGWAX Mutual Fund
Ladenburg Growth Fund Class A
LGWAX Mutual Fund Overview
LGWAX Mutual Fund (Ladenburg Growth Fund Class A) is managed by Ladenburg Thalmann with $652,986.51 in net assets. LGWAX expense ratio is 1.18%, holding 14 positions across sectors including Financials. Inception date: 2015-08-24.
LGWAX performance shows a YTD return of 8.40%. The 1-year return is 9.97% and the 5-year return is 5.94%. LGWAX dividend yield stands at 3.98%, paid annually.
LGWAX top holdings include Schwab U.S. Large-cap Value ETF (18.9%), Schwab U.s. Large-cap Growth Etf (18.1%), Fidelity Covington Trustfidelity Enhanced International Etf (13.0%), First Trust Global Tactic (7.0%), Invesco S&P SmallCap Momentum ETF (6.0%). Go to all LGWAX holdings, LGWAX sectors, or LGWAX dividends.
LGWAX can be compared against other funds. Use LGWAX overlap to find shared positions, or LGWAX vs another fund for a side-by-side view. LGWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.