LAGIX Mutual Fund

LAGIX Mutual Fund (Ladenburg Aggressive Growth Fund Class I) is managed by Ladenburg Thalmann with $71.2M in net assets. LAGIX expense ratio is 1.02%, holding 10 positions across sectors including Financials. Inception date: 2015-08-24.

LAGIX performance shows a YTD return of 9.69%. The 1-year return is 11.35% and the 5-year return is 6.37%. LAGIX dividend yield stands at 4.66%, paid annually.

LAGIX top holdings include Schwab U.s. Large-cap Growth Etf (22.8%), Schwab U.S. Large-cap Value ETF (20.6%), Fidelity Covington Trustfidelity Enhanced International Etf (14.1%), Avantis US S/C (7.7%), First Trust Global Tactic (7.6%). Go to all LAGIX holdings, LAGIX sectors, or LAGIX dividends.

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