LGWAX Mutual Fund (Ladenburg Growth Fund Class A) is managed by Ladenburg Thalmann with $668,298.29 in net assets. LGWAX expense ratio is 1.18%, holding 12 positions across sectors including Financials, Unknown. Inception date: 2015-08-24.

LGWAX performance shows a YTD return of 9.58%. The 1-year return is 18.52% and the 5-year return is 7.03%. LGWAX dividend yield stands at 3.94%, paid annually.

LGWAX top holdings include Schwab U.S. 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 U.S. Small Cap Value ETF (7.4%), Ishares Russell Mid-cap Growth ETF (5.4%). View all LGWAX holdings, sector breakdown, or dividend history.

LGWAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LGWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.