LAGIX : Ladenburg Aggressive Growth Fund Class I

LAGIX is a Allocation Market All-In-One with MODERATE fees.

LAGIX

Ladenburg Aggressive Growth Fund Class I

FI Score

30 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

30% FI Score
  • lagix
  • Mutual Fund
  • Allocation
  • All-In-One

Ladenburg Aggressive Growth Fund Class I

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks to maximize long-term growth of capital. 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%.

Largest Holdings

Amount Holding
30.57% Schwab US Large-Cap Growth ETF™
20.57% Schwab US Large-Cap Value ETF™
11.70% Vanguard Mid-Cap Growth ETF
8.71% JPMorgan Hedged Equity I
7.39% Schwab US Small-Cap ETF™
7.28% Vanguard Short-Term Bond ETF
6.95% Vanguard Mid-Cap Value ETF
3.46% iShares Core MSCI Emerging Markets ETF
1.70% JPMorgan Diversified Return Intl Eq ETF

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