About LGWIX
The Ladenburg Growth Fund Class I is a mutual fund designed to pursue long-term capital appreciation by investing primarily through a diversified mix of equity, fixed income, and alternative strategy exchange-traded funds (ETFs), exchange-traded notes (ETNs), and mutual funds. The fund typically allocates between 60% and 90% of assets to equities, with the remainder in fixed income and alternative investments, allowing for tactical reallocations based on prevailing market conditions. Its portfolio is concentrated in large-cap U.S. value and growth ETFs, along with notable exposure to mid-cap, small-cap, and select bond funds. This structure enables the fund to capture growth opportunities across a range of sectors and market capitalizations while seeking to manage risk through diversification among asset classes. Established in 2015, the fund serves institutional investors and has a moderately aggressive allocation strategy, positioning it as a vehicle for participation in broad market developments with a focus on both equity growth and income generation through annual dividends.
Fund Family Ladenburg Thalmann
Category Allocation--70% to 85% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LGWIX
Share Class Class I Shares
Index S&P 500 TR
LGWIX had a total return of 16.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.93%.
