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Nasdaq - Delayed Quote USD

Ladenburg Aggressive Growth I (LAGIX)

17.39
+0.04
+(0.23%)
At close: 8:01:25 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Schwab Institutional
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Commonwealth Universe
  • Thrivent – Advisory Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Securities America Advisors
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

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%.

Fund Overview

Category Allocation--85%+ Equity
Fund Family Ladenburg Thalmann
Net Assets 52.99M
YTD Return -4.37%
Yield 0.79%
Morningstar Rating
Inception Date Aug 24, 2015

Performance & Risk

YTD Return -6.37%
5y Average Return 10.79%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

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