Ladenburg Aggressive Growth C (LAWCX)

Fund Assets	63.93M
Expense Ratio	1.92%
Min. Investment	$1,000
Turnover	44.59%
Dividend (ttm)	0.89
Dividend Yield	4.13%
Dividend Growth	-36.70%
Payout Frequency	Annual
Ex-Dividend Date	Dec 26, 2025

Previous Close	21.40
YTD Return	12.75%
1-Year Return	16.29%
5-Year Return	29.62%
52-Week Low	18.30
52-Week High	21.71
Beta (5Y)	0.91
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.

• Fund Family: Ladenburg Thalmann
• Category: Allocation--85%+ Equity
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LAWCX
• Share Class: Class C Shares
• Index: S&P 500 TR

Performance

LAWCX had a total return of 16.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.33%.

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 Div & Inc Z	0.55%
FBKFX	Fidelity	Fidelity Balanced K6 Fund	0.32%
FASDX	Fidelity	Fidelity Advisor Strategic Div & Inc A	0.92%
FTSDX	Fidelity	Fidelity Advisor Strategic Div & Inc M	1.17%
FASGX	Fidelity	Fidelity Asset Manager 70%	0.63%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LAGIX	Class I Shares	1.02%
LAWAX	Class A Shares	1.17%

Top 10 Holdings

100.03% of assets

Name	Symbol	Weight
Schwab U.S. Large-Cap Value ETF	SCHV	21.19%
Schwab U.S. Large-Cap Growth ETF	SCHG	21.12%
Fidelity Enhanced International ETF	FENI	13.95%
Invesco S&P SmallCap Momentum ETF	XSMO	8.43%
Avantis U.S. Small Cap Value ETF	AVUV	8.01%
iShares Russell Mid-Cap Growth ETF	IWP	7.23%
WisdomTree US Value Fund of Benef Interest	WTV	6.82%
First Trust Global Tactical Commodity Strategy Fund	FTGC	6.61%
Invesco NASDAQ 100 ETF	QQQM	5.13%
First American Government Obligs X	FGXXX	1.54%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2025	$0.8862	Dec 29, 2025
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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