LGWIX Mutual Fund

LGWIX Mutual Fund (Ladenburg Growth Fund Class I) is managed by Ladenburg Thalmann with $155.4M in net assets. LGWIX expense ratio is 0.99%, holding 12 positions across sectors including Financials. Inception date: 2015-08-24.

LGWIX performance shows a YTD return of 8.80%. The 1-year return is 16.41% and the 5-year return is 6.90%. LGWIX dividend yield stands at 4.18%, paid annually.

LGWIX 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 LGWIX holdings, LGWIX sectors, or LGWIX dividends.

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