LAGIX Mutual Fund
LAGIX Mutual Fund
Ladenburg Aggressive Growth Fund Class I
LAGIX Mutual Fund Overview
LAGIX Mutual Fund (Ladenburg Aggressive Growth Fund Class I) is managed by Ladenburg Thalmann with $71.8M in net assets. LAGIX expense ratio is 1.02%, holding 11 positions across sectors including Financials, Unknown. Inception date: 2015-08-24.
LAGIX performance shows a YTD return of 10.95%. The 1-year return is 20.30% and the 5-year return is 7.53%. LAGIX dividend yield stands at 4.61%, paid annually.
LAGIX top holdings include Schwab U.S. Large-cap Value ETF (27.7%), Schwab U.s. Large-cap Growth Etf (21.5%), Wisdomtree Emg Mkt Eq Incm Etf Fund (11.2%), Avantis U.S. Small Cap Value ETF (8.5%), Ishares Russell Mid-cap Growth ETF (8.3%). View all LAGIX holdings, sector breakdown, or dividend history.
LAGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LAGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.