Ladenburg Growth Fund Quote
| LGWIX Fund | USD 18.29 0.35 1.95% |
PerformanceGood
| Odds Of DistressLow
|
Ladenburg Growth is trading at 18.29 as of the 7th of February 2026; that is 1.95 percent increase since the beginning of the trading day. The fund's open price was 17.94. Ladenburg Growth has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 9th of November 2025 and ending today, the 7th of February 2026. 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 2025 |
| Expense Ratio Date | 28th of October 2025 |
| Fiscal Year End | June |
Ladenburg Growth [LGWIX] is traded in USA and was established 7th of February 2026. 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 132.88 M in assets with minimum initial investment of 1000 K. Ladenburg Growth is currently producing year-to-date (YTD) return of 2.21% with the current yeild of 0.01%, while the total return for the last 3 years was 14.27%.
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.
Ladenburg Growth Risk Profiles
| Mean Deviation | 0.5445 | |||
| Semi Deviation | 0.4607 | |||
| Standard Deviation | 0.7848 | |||
| Variance | 0.616 |
Ladenburg Growth Against Markets
Ladenburg Mutual Fund Analysis Notes
The fund maintains about 13.45% of assets in bonds. Ladenburg Growth last dividend was 0.1 per share. Large Blend To find out more about Ladenburg Growth contact the company at 877-803-6583.Ladenburg Growth Investment Alerts
| The fund maintains about 13.45% of its assets in bonds |
Top Ladenburg Growth Mutual Fund Constituents
| SCHA | Schwab Small Cap ETF | Etf | |
| VOT | Vanguard Mid Cap Growth | Etf | |
| VOE | Vanguard Mid Cap Value | Etf | |
| TOTL | SPDR DoubleLine Total | Etf | |
| SCHV | Schwab Large Cap Value | Etf | |
| SCHG | Schwab Large Cap Growth | Etf | |
| AGG | iShares Core Aggregate | Etf | |
| KEMQ | KraneShares Emerging Markets | Etf | |
| JHEQX | Jpmorgan Hedged Equity | Mutual Fund | |
| IEMG | iShares Core MSCI | Etf | |
| BSV | Vanguard Short Term Bond | Etf | |
| BIV | Vanguard Intermediate Term Bond | Etf | |
| ANGL | VanEck Fallen Angel | Etf | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | |
| TLTE | FlexShares Morningstar Emerging | Etf | |
| JPIN | JPMorgan Diversified Return | Etf | |
| SCHC | Schwab International Small Cap | Etf |
Ladenburg Growth Outstanding Bonds
Ladenburg Growth issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Ladenburg Growth uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Ladenburg bonds can be classified according to their maturity, which is the date when Ladenburg Growth has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Ladenburg Growth Predictive Daily Indicators
Ladenburg Growth intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Ladenburg Growth mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 18.29 | |||
| Day Typical Price | 18.29 | |||
| Price Action Indicator | 0.17 | |||
| Period Momentum Indicator | 0.35 |
Ladenburg Growth Forecast Models
Ladenburg Growth's time-series forecasting models are one of many Ladenburg Growth's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Ladenburg Growth's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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