Ladenburg Growth Fund Manager Performance Evaluation
| LGWIX Fund | USD 18.11 0.03 0.17% |
The fund secures a Beta (Market Risk) of 0.7, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Ladenburg Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ladenburg Growth is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ladenburg Growth are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Ladenburg Growth may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 28th of October 2025 | |
| Expense Ratio | 0.9900 |
Ladenburg |
Ladenburg Growth Relative Risk vs. Return Landscape
If you would invest 1,684 in Ladenburg Growth on November 1, 2025 and sell it today you would earn a total of 127.00 from holding Ladenburg Growth or generate 7.54% return on investment over 90 days. Ladenburg Growth is currently producing 0.1242% returns and takes up 0.7717% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Ladenburg, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ladenburg Growth Current Valuation
Undervalued
Today
Please note that Ladenburg Growth's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Ladenburg Growth secures a last-minute Real Value of $19.03 per share. The latest price of the fund is $18.11. We determine the value of Ladenburg Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Ladenburg Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ladenburg Mutual Fund. However, Ladenburg Growth's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.11 | Real 19.03 | Hype 18.11 | Naive 17.95 |
The intrinsic value of Ladenburg Growth's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ladenburg Growth's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ladenburg Growth helps investors to forecast how Ladenburg mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ladenburg Growth more accurately as focusing exclusively on Ladenburg Growth's fundamentals will not take into account other important factors: Ladenburg Growth Target Price Odds to finish over Current Price
The tendency of Ladenburg Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.11 | 90 days | 18.11 | about 6.23 |
Based on a normal probability distribution, the odds of Ladenburg Growth to move above the current price in 90 days from now is about 6.23 (This Ladenburg Growth probability density function shows the probability of Ladenburg Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Ladenburg Growth has a beta of 0.7. This indicates as returns on the market go up, Ladenburg Growth average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Ladenburg Growth will be expected to be much smaller as well. Additionally Ladenburg Growth has an alpha of 0.0591, implying that it can generate a 0.0591 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Ladenburg Growth Price Density |
| Price |
Predictive Modules for Ladenburg Growth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ladenburg Growth. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Ladenburg Growth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ladenburg Growth is not an exception. The market had few large corrections towards the Ladenburg Growth's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ladenburg Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ladenburg Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.70 | |
σ | Overall volatility | 0.56 | |
Ir | Information ratio | 0.06 |
Ladenburg Growth Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ladenburg Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ladenburg Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Geopolitical turbulence may test euro area banks forex funding, risk body warns - Reuters | |
| The fund maintains about 13.45% of its assets in bonds |
Ladenburg Growth Fundamentals Growth
Ladenburg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ladenburg Growth, and Ladenburg Growth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ladenburg Mutual Fund performance.
| Total Asset | 132.23 M | |||
About Ladenburg Growth Performance
Evaluating Ladenburg Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ladenburg Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ladenburg Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. The funds adviser invests the funds assets in the underlying funds in accordance with the following ranges Equity 60-90 Fixed Income 0-30 and Alternatives 0-20.Things to note about Ladenburg Growth performance evaluation
Checking the ongoing alerts about Ladenburg Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ladenburg Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Geopolitical turbulence may test euro area banks forex funding, risk body warns - Reuters | |
| The fund maintains about 13.45% of its assets in bonds |
- Analyzing Ladenburg Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ladenburg Growth's stock is overvalued or undervalued compared to its peers.
- Examining Ladenburg Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ladenburg Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ladenburg Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ladenburg Growth's mutual fund. These opinions can provide insight into Ladenburg Growth's potential for growth and whether the stock is currently undervalued or overvalued.
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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