LGWCX Mutual Fund

LGWCX Mutual Fund (Ladenburg Growth Fund Class C) is managed by Ladenburg Thalmann with $52,187.01 in net assets. LGWCX expense ratio is 1.93%, holding 12 positions across sectors including Financials. Inception date: 2015-08-24.

LGWCX performance shows a YTD return of 8.14%. The 1-year return is 15.16% and the 5-year return is 6.41%. LGWCX dividend yield stands at 3.38%, paid annually.

LGWCX 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 LGWCX holdings, LGWCX sectors, or LGWCX dividends.

LGWCX can be compared against other funds. Use LGWCX overlap to find shared positions, or LGWCX vs another fund for a side-by-side view. LGWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.