LGWIX Mutual Fund (Ladenburg Growth Fund Class I) is managed by Ladenburg Thalmann with $150.1M in net assets. LGWIX expense ratio is 0.99%, holding 12 positions across sectors including Financials, Unknown. Inception date: 2015-08-24.

LGWIX performance shows a YTD return of 9.64%. The 1-year return is 18.75% and the 5-year return is 7.24%. LGWIX dividend yield stands at 4.15%, paid annually.

LGWIX 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 LGWIX holdings, sector breakdown, or dividend history.

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