LGWIX : Ladenburg Growth Fund Class I

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

LGWIX

Ladenburg Growth Fund Class I

FI Score

34 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

34% FI Score
  • lgwix
  • Mutual Fund
  • Allocation
  • All-In-One

Ladenburg 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 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 50% 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 60-90%; Fixed Income 0-30%; and Alternatives 0-20%.

Largest Holdings

Amount Holding
26.46% Schwab US Large-Cap Growth ETF™
19.83% Schwab US Large-Cap Value ETF™
12.52% Vanguard Short-Term Bond ETF
9.35% Vanguard Mid-Cap Growth ETF
7.59% JPMorgan Hedged Equity I
5.19% Vanguard Mid-Cap Value ETF
5.10% SPDR® DoubleLine Total Return Tact ETF
4.23% Schwab US Small-Cap ETF™
2.56% iShares Core MSCI Emerging Markets ETF
2.18% Vanguard Interm-Term Bond ETF

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo