Ladenburg Growth Financials
| LGWAX Fund | USD 19.07 0.04 0.21% |
Ladenburg |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Ladenburg Growth Fund Summary
Ladenburg Growth competes with Columbia Small, Amg River, Heartland Value, Queens Road, and Victory Rs. The fund seeks to achieve the funds investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds , exchange-traded notes and mutual funds . It may invest up to 50 percent of its net assets in underlying funds that primarily invest in foreign securities. The funds adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 60-90 Fixed Income 0-30 and Alternatives 0-20.Specialization | Allocation--70% to 85% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Northern Lights |
| Mutual Fund Family | Ladenburg Thalmann |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 803 6583 |
| Currency | USD - US Dollar |
Ladenburg Growth Key Financial Ratios
Ladenburg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ladenburg Growth's current stock value. Our valuation model uses many indicators to compare Ladenburg Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ladenburg Growth competition to find correlations between indicators driving Ladenburg Growth's intrinsic value. More Info.Ladenburg Growth is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 3,064 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Ladenburg Growth's earnings, one of the primary drivers of an investment's value.Ladenburg Growth Systematic Risk
Ladenburg Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ladenburg Growth volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Ladenburg Growth correlated with the market. If Beta is less than 0 Ladenburg Growth generally moves in the opposite direction as compared to the market. If Ladenburg Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ladenburg Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ladenburg Growth is generally in the same direction as the market. If Beta > 1 Ladenburg Growth moves generally in the same direction as, but more than the movement of the benchmark.
Ladenburg Growth November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ladenburg Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ladenburg Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ladenburg Growth based on widely used predictive technical indicators. In general, we focus on analyzing Ladenburg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ladenburg Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6219 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 3.47 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 0.8046 |
Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Growth financial ratios help investors to determine whether Ladenburg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ladenburg with respect to the benefits of owning Ladenburg Growth security.
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