LGWCX Mutual Fund
LGWCX Mutual Fund
Ladenburg Growth Fund Class C
LGWCX Mutual Fund Overview
LGWCX Mutual Fund (Ladenburg Growth Fund Class C) is managed by Ladenburg Thalmann with $50,311.63 in net assets. LGWCX expense ratio is 1.93%, holding 12 positions across sectors including Financials, Unknown. Inception date: 2015-08-24.
LGWCX performance shows a YTD return of 9.11%. The 1-year return is 17.58% and the 5-year return is 8.03%. LGWCX dividend yield stands at 3.35%, paid annually.
LGWCX 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 LGWCX holdings, sector breakdown, or dividend history.
LGWCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LGWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.