LGM Risk Managed Total Return FundLBETX
Type
Mutual fund
Peer group
Alternative
Net assets
$14.6M
Expense ratio
2.59%
1-year return
+0.8%
3 years, a year
+7.3%
5 years, a year
+4.8%
Holdings
5
What it aims to do.
The Fund seeks to provide total return from capital appreciation and income with lower volatility than the S&P 500 Index,
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Huntington Bank | 57.76% |
| Vanguard Bond Index Funds | 15.42% |
| DIA State Street Spdr Dow Jones Industrial Average Etf Trust | 10.04% |
| Select Sector Spdr Trust | 8.79% |
| Invesco QQQ Trust, Series 1 | 8.30% |
More on LBETX.
- LBETX overview
- LBETX holdings
- LBETX risk
- LBETX costs
- LBETX money in and out
- LBETX share classes
- Compare LBETX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.