Ladenburg Aggressive Growth Fund Class C (LAWCX)
| Fund Assets | 58.19M |
| Expense Ratio | 1.89% |
| Min. Investment | $1,000 |
| Turnover | 15.87% |
| Dividend (ttm) | 1.40 |
| Dividend Yield | 7.57% |
| Dividend Growth | 300.26% |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 27, 2024 |
| Previous Close | 18.74 |
| YTD Return | 3.66% |
| 1-Year Return | 3.37% |
| 5-Year Return | 41.08% |
| 52-Week Low | 15.40 |
| 52-Week High | 20.43 |
| Beta (5Y) | n/a |
| Holdings | 11 |
| Inception Date | Aug 24, 2015 |
About LAWCX
Ladenburg Aggressive Growth Fund Class C is a mutual fund designed to pursue long-term capital appreciation. Its primary function is to maximize growth by investing in a diversified mix of underlying funds, which can include U.S. and foreign common stocks, fixed income securities, exchange-traded funds (ETFs), exchange-traded notes (ETNs), and other mutual funds. The fund adopts an aggressive growth strategy, reflected in its allocation towards equity and alternative strategies, positioning it to benefit from both domestic and global market opportunities. Ladenburg Aggressive Growth Fund Class C is managed with the aim of delivering above-average returns compared to its peers, though it carries a higher expense ratio than the category average. This fund is relevant in the financial market for investors seeking exposure to a dynamic basket of asset classes, offering a way to potentially capture substantial growth over extended periods while accepting the associated risks of volatility and fluctuating returns.
Performance
LAWCX had a total return of 3.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.29%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FIQWX | Fidelity | Fidelity Advisor Strategic Dividend & Income Fund - Class Z | 0.56% |
| FBKFX | Fidelity | Fidelity Balanced K6 Fund | 0.32% |
| FASDX | Fidelity | Fidelity Advisor Strategic Dividend & Income Fund - Class A | 0.92% |
| FTSDX | Fidelity | Fidelity Advisor Strategic Dividend & Income Fund - Class M | 1.17% |
| FASGX | Fidelity | Fidelity Asset Manager 70% Fund | 0.64% |
Top 10 Holdings
100.05% of assets| Name | Symbol | Weight |
|---|---|---|
| Schwab U.S. Large-Cap Value ETF | SCHV | 26.74% |
| Schwab U.S. Large-Cap Growth ETF | SCHG | 23.74% |
| WisdomTree US Value Fund of Benef Interest | WTV | 10.33% |
| iShares Russell Mid-Cap Growth ETF | IWP | 8.82% |
| JPMorgan Hedged Equity Laddered Overlay ETF | HELO | 7.87% |
| Avantis U.S. Small Cap Value ETF | AVUV | 7.38% |
| Invesco S&P SmallCap Momentum ETF | XSMO | 6.81% |
| First American Government Obligations Fund | FGXXX | 4.48% |
| Vanguard Intermediate-Term Bond ETF | BIV | 1.96% |
| Invesco Total Return Bond ETF | GTO | 1.91% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 27, 2024 | $1.4001 | Dec 30, 2024 |
| Dec 22, 2023 | $0.3498 | Dec 26, 2023 |
| Dec 27, 2021 | $0.1453 | Dec 28, 2021 |
| Dec 28, 2020 | $0.1696 | Dec 28, 2020 |
| Dec 24, 2019 | $0.3071 | Dec 24, 2019 |
| Dec 21, 2018 | $0.0636 | Dec 21, 2018 |