Ladenburg Aggressive Growth Fund Quote
| LAWAX Fund | USD 19.40 0.14 0.73% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Ladenburg Aggressive is trading at 19.40 as of the 18th of January 2025; that is 0.73% up since the beginning of the trading day. The fund's open price was 19.26. Ladenburg Aggressive has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
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 60 percent of its net assets in underlying funds that primarily invest in foreign securities. More on Ladenburg Aggressive Growth
Moving together with Ladenburg Mutual Fund
Ladenburg Mutual Fund Highlights
| Fund Concentration | Ladenburg Thalmann Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Ladenburg Thalmann, Large Blend, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
Ladenburg Aggressive Growth [LAWAX] is traded in USA and was established 18th of January 2025. Ladenburg Aggressive is listed under Ladenburg Thalmann category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Ladenburg Thalmann family. This fund now has accumulated 20.35 M in assets with no minimum investment requirementsLadenburg Aggressive is currently producing year-to-date (YTD) return of 0.9% with the current yeild of 0.01%, while the total return for the last 3 years was 4.59%.
Check Ladenburg Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ladenburg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ladenburg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ladenburg Aggressive Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ladenburg Aggressive Growth Mutual Fund Constituents
| ANGL | VanEck Fallen Angel | Etf | High Yield Bond | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond | |
| FGXXX | First American Funds | Money Market Fund | US Money Market Fund | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts | |
| JPIN | JPMorgan Diversified Return | Etf | Foreign Large Value | |
| KEMQ | KraneShares Emerging Markets | Etf | Diversified Emerging Mkts | |
| SCHA | Schwab Small Cap ETF | Etf | Small Blend |
Ladenburg Aggressive Risk Profiles
| Mean Deviation | 0.6606 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.52 | |||
| Risk Adjusted Performance | (0.04) |
Ladenburg Aggressive Against Markets
Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Aggressive 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 Aggressive security.
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