LGWAX Mutual Fund

LGWAX Mutual Fund (Ladenburg Growth Fund Class A) is managed by Ladenburg Thalmann with $692,067.7 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 7.22%. LGWAX dividend yield stands at 3.89%, paid annually.

LGWAX top holdings include Schwab U.S. Large-cap Value ETF (18.8%), Schwab U.s. Large-cap Growth Etf (18.3%), Fidelity Covington Trustfidelity Enhanced International Etf (13.1%), First Trust Global Tactic (7.1%), Wisdomtree Emg Mkt Eq Incm Etf Fund (6.1%). 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.