LAWAX Mutual Fund
LAWAX Mutual Fund
Ladenburg Aggressive Growth Fund Class A
LAWAX Mutual Fund Overview
LAWAX Mutual Fund (Ladenburg Aggressive Growth Fund Class A) is managed by Ladenburg Thalmann with $962,378.25 in net assets. LAWAX expense ratio is 1.17%, holding 11 positions across sectors including Financials, Unknown. Inception date: 2015-08-24.
LAWAX performance shows a YTD return of 10.85%. The 1-year return is 20.11% and the 5-year return is 7.37%. LAWAX dividend yield stands at 4.32%, paid annually.
LAWAX 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 LAWAX holdings, sector breakdown, or dividend history.
LAWAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LAWAX alternatives are available via the screener, along with tax-loss harvesting opportunities.