Ladenburg Aggressive Growth FundLAWAX
Type
Mutual fund
Peer group
Allocation
Net assets
$66.0M
Expense ratio
1.17%
1-year return
+14.8%
3 years, a year
+12.9%
5 years, a year
+6.7%
Holdings
11
What it aims to do.
Investment Objective: The Fund seeks to maximize long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Schwab Strategic Trust | 27.68% |
| Schwab Strategic Trust | 21.51% |
| Wisdomtree Trust | 11.23% |
| American Century ETF Trust | 8.49% |
| iShares Trust | 8.31% |
| Invesco Exchange-Traded Fund Trust | 7.33% |
| Fidelity Covington Trust | 5.07% |
| First American Funds Inc. | 3.62% |
| J P Morgan Exchange Traded Fund Trust | 2.89% |
| Invesco Actively Managed Exchange-Traded Fund Trust | 2.00% |
More on LAWAX.
- LAWAX overview
- LAWAX holdings
- LAWAX risk
- LAWAX costs
- LAWAX money in and out
- LAWAX share classes
- Compare LAWAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.