Ladenburg Growth FundLGWIX
Type
Mutual fund
Peer group
Allocation
Net assets
$134.2M
Expense ratio
0.99%
1-year return
+14.4%
3 years, a year
+12.8%
5 years, a year
+6.8%
Holdings
12
What it aims to do.
Investment Objective: The Fund seeks long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Schwab Strategic Trust | 26.64% |
| Schwab Strategic Trust | 20.55% |
| Wisdomtree Trust | 9.13% |
| American Century ETF Trust | 7.40% |
| iShares Trust | 5.42% |
| Invesco Exchange-Traded Fund Trust | 5.16% |
| Fidelity Covington Trust | 5.06% |
| Invesco Actively Managed Exchange-Traded Fund Trust | 4.97% |
| J P Morgan Exchange Traded Fund Trust | 4.84% |
| Vanguard Bond Index Funds | 4.01% |
More on LGWIX.
- LGWIX overview
- LGWIX holdings
- LGWIX risk
- LGWIX costs
- LGWIX money in and out
- LGWIX share classes
- Compare LGWIX 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.