LGWAX Mutual Fund

LGWAX Mutual Fund (Ladenburg Growth Fund Class A) is managed by Ladenburg Thalmann with $692,878.66 in net assets. LGWAX expense ratio is 1.18%, holding 12 positions across sectors including Financials. Inception date: 2015-08-24.

LGWAX performance shows a YTD return of 8.68%. The 1-year return is 16.14% and the 5-year return is 6.70%. LGWAX dividend yield stands at 3.97%, paid annually.

LGWAX top holdings include Schwab Us Large-cap Value ETF (26.6%), Schwab U.s. Large-cap Growth Etf (20.6%), Wisdomtree Emg Mkt Eq Incm Etf Fund (9.1%), Avantis US S/C (7.4%), Ishares Russell Mid-cap Growth ETF (5.4%). 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.