Ladenburg Aggressive is trading at 17.84 as of the 24th of March 2025; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 17.88. Ladenburg Aggressive has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. 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 60 percent of its net assets in underlying funds that primarily invest in foreign securities. More on Ladenburg Aggressive Growth
Ladenburg Aggressive Growth [LAGIX] is traded in USA and was established 24th of March 2025. Ladenburg Aggressive is listed under Ladenburg Thalmann category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Ladenburg Thalmann family. The entity is thematically classified as Aggressive Funds. This fund now has accumulated 45.87 M in assets with minimum initial investment of 1000 K. Ladenburg Aggressive is currently producing year-to-date (YTD) return of 0.65% with the current yeild of 0.01%, while the total return for the last 3 years was 5.34%.
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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 Aggressive Growth 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 Aggressive Growth Mutual Fund Constituents
Other Information on Investing in Ladenburg Mutual Fund
Ladenburg Aggressive 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 Aggressive security.