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Ladenburg Aggressive Growth I (LAGIX)

17.39
+0.04
+(0.23%)
At close: 8:01:25 PM EDT
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  • Previous Close 17.35
  • YTD Return -4.37%
  • Expense Ratio 0.99%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 52.99M
  • Beta (5Y Monthly) 1.25
  • Yield 0.79%
  • 5y Average Return --
  • Holdings Turnover 15.87%
  • Last Dividend 0.15
  • Inception Date Aug 24, 2015

The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange-traded notes ("ETNs") and mutual funds (together, "underlying funds"). It may invest up to 60% of its net assets in underlying funds that primarily invest in foreign securities. The fund's adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 70-100%; Fixed Income 0-30%; and Alternatives 0-20%.

Ladenburg Thalmann

Fund Family

Allocation--85%+ Equity

Fund Category

52.99M

Net Assets

2015-08-24

Inception Date

Performance Overview: LAGIX

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Trailing returns as of 4/24/2025. Category is Allocation--85%+ Equity.

YTD Return

LAGIX
4.37%
Category
13.38%
 

1-Year Return

LAGIX
3.18%
Category
40.77%
 

3-Year Return

LAGIX
4.61%
Category
13.59%
 

5-Year Return

LAGIX
13.01%
Category
13.52%
 

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Holdings: LAGIX

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Sector Weightings

SectorLAGIX
Technology   23.97%
Healthcare   12.19%
Industrials   10.89%
Energy   6.70%
Real Estate   2.41%
Utilities   2.15%

Recent News: LAGIX

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Research Reports: LAGIX

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