LAWCX Mutual Fund
LAWCX Mutual Fund
Ladenburg Aggressive Growth Fund Class C
LAWCX Mutual Fund Overview
LAWCX Mutual Fund (Ladenburg Aggressive Growth Fund Class C) is managed by Ladenburg Thalmann with $14,089.48 in net assets. LAWCX expense ratio is 1.92%, holding 11 positions across sectors including Financials, Unknown. Inception date: 2015-08-24.
LAWCX performance shows a YTD return of 10.48%. The 1-year return is 19.18% and the 5-year return is 7.17%. LAWCX dividend yield stands at 4.20%, paid annually.
LAWCX 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 LAWCX holdings, sector breakdown, or dividend history.
LAWCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LAWCX alternatives are available via the screener, along with tax-loss harvesting opportunities.