Ladenburg Aggressive is trading at 20.18 as of the 25th of November 2024; that is 0.75 percent increase since the beginning of the trading day. The fund's open price was 20.03. Ladenburg Aggressive has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Ladenburg Aggressive Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of December 2023 and ending today, the 25th of November 2024. 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
Ladenburg Aggressive Growth [LAWCX] is traded in USA and was established 25th of November 2024. 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 19.9%, while the total return for the last 3 years was 4.34%.
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
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.