Ladenburg Growth Fund Quote
| LGWCX Fund | USD 16.70 0.04 0.24% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Ladenburg Growth is trading at 16.70 as of the 30th of January 2025; that is 0.24 percent decrease since the beginning of the trading day. The fund's open price was 16.74. Ladenburg Growth 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 2nd of October 2024 and ending today, the 30th 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 50 percent of its net assets in underlying funds that primarily invest in foreign securities. More on Ladenburg Growth
Moving together with Ladenburg Mutual Fund
Ladenburg Mutual Fund Highlights
| Update Date | 31st of December 2024 |
Ladenburg Growth [LGWCX] is traded in USA and was established 30th of January 2025. Ladenburg Growth is listed under Ladenburg Thalmann category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Ladenburg Thalmann family. This fund now has accumulated 44.04 M in assets with no minimum investment requirementsLadenburg Growth is currently producing year-to-date (YTD) return of 3.26%, while the total return for the last 3 years was 6.73%.
Check Ladenburg Growth 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 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 Growth Mutual Fund Constituents
| SCHA | Schwab Small Cap ETF | Etf | Small Blend | |
| VOT | Vanguard Mid Cap Growth | Etf | Mid-Cap Growth | |
| VOE | Vanguard Mid Cap Value | Etf | Mid-Cap Value | |
| TOTL | SPDR DoubleLine Total | Etf | Intermediate Core-Plus Bond | |
| SRLN | SPDR Blackstone Senior | Etf | Bank Loan | |
| SCHV | Schwab Large Cap Value | Etf | Large Value | |
| SCHG | Schwab Large Cap Growth | Etf | Large Growth | |
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond |
Ladenburg Growth Risk Profiles
| Mean Deviation | 0.6724 | |||
| Standard Deviation | 1.41 | |||
| Variance | 1.98 | |||
| Risk Adjusted Performance | (0.05) |
Ladenburg Growth Against Markets
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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