About LGWAX
Ladenburg Growth Fund Class A is a diversified mutual fund designed to pursue long-term capital growth by allocating assets across a mix of investment types. The fund achieves its objectives by investing in a range of underlying funds that cover equities, fixed income securities, and alternative strategies. Its portfolio typically consists of approximately 60-90% equity exposure, 0-30% fixed income, and up to 20% in alternative investments, allowing for adaptability to different market conditions through tactical rebalancing. The holdings span multiple sectors, with allocations in consumer defensive, energy, real estate, and basic materials among others. By investing both domestically and internationally, and across various asset classes, the fund provides broad market exposure and aims to balance risk with growth potential. Ladenburg Growth Fund Class A has an above-average expense structure compared to its peers, reflecting its multi-layered fund-of-funds approach, and it distributes dividends annually. Its role in the financial market is to offer investors a managed, diversified pathway to participate in global capital appreciation opportunities while adjusting allocations in response to changing market dynamics.
Fund Family Ladenburg Thalmann
Category Allocation--70% to 85% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LGWAX
Share Class Class A Shares
Index S&P 500 TR
LGWAX had a total return of 11.94% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.50%.
