Ladenburg Growth Income Fund Quote
| LOWAX Fund | USD 15.40 0.03 0.20% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Ladenburg Growth is trading at 15.40 as of the 22nd of November 2024; that is 0.20% up since the beginning of the trading day. The fund's open price was 15.37. Ladenburg Growth has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ladenburg Growth Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd 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 40 percent of its net assets in underlying funds that primarily invest in foreign securities. More on Ladenburg Growth Income
Moving together with Ladenburg Mutual Fund
Ladenburg Mutual Fund Highlights
| Fund Concentration | Ladenburg Thalmann Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Ladenburg Thalmann (View all Sectors) |
| Update Date | 30th of September 2024 |
Ladenburg Growth Income [LOWAX] is traded in USA and was established 22nd of November 2024. Ladenburg Growth is listed under Ladenburg Thalmann category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Ladenburg Thalmann family. This fund now has accumulated 87.35 M in assets with no minimum investment requirementsLadenburg Growth Income is currently producing year-to-date (YTD) return of 13.15% with the current yeild of 0.01%, while the total return for the last 3 years was 2.68%.
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 Income 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 Income Mutual Fund Constituents
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| BIV | Vanguard Intermediate Term Bond | Etf | Intermediate Core Bond | |
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts | |
| JHEQX | Jpmorgan Hedged Equity | Mutual Fund | Options Trading | |
| SCHA | Schwab Small Cap ETF | Etf | Small Blend | |
| SCHG | Schwab Large Cap Growth | Etf | Large Growth | |
| SCHV | Schwab Large Cap Value | Etf | Large Value |
Ladenburg Growth Income Risk Profiles
| Mean Deviation | 0.3698 | |||
| Semi Deviation | 0.4068 | |||
| Standard Deviation | 0.4833 | |||
| Variance | 0.2336 |
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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