Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Ladenburg Thalmann Mutual Funds
View all of Ladenburg Thalmann’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Ladenburg Thalmann Funds List
Share Class Type
1 to 15 of 15 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
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Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| Ladenburg Aggressive Growth I | LAGIX | Aggressive Allocation | 7.60% | 71 | 0.970% | Above Average | Institutional | $1.0 Mil | ||
| Ladenburg Aggressive Growth A | LAWAX | Aggressive Allocation | 6.72% | 69 | 1.120% | Above Average | Front Load | $1,000 | ||
| Ladenburg Aggressive Growth C | LAWCX | Aggressive Allocation | 7.25% | 74 | 1.870% | Above Average | Level Load | $1,000 | ||
| Ladenburg Growth & Income I | LOWIX | Moderate Allocation | 5.06% | 68 | 0.980% | High | Institutional | $1.0 Mil | ||
| Ladenburg Growth A | LGWAX | Moderately Aggressive Allocation | 6.24% | 55 | 1.140% | Above Average | Front Load | $1,000 | ||
| Ladenburg Growth I | LGWIX | Moderately Aggressive Allocation | 7.41% | 52 | 0.970% | High | Institutional | $1.0 Mil | ||
| Ladenburg Income & Growth I | LNOIX | Moderately Conservative Allocation | 2.61% | 55 | 1.100% | High | Institutional | $1.0 Mil | ||
| Ladenburg Growth & Income A | LOWAX | Moderate Allocation | 5.16% | 75 | 1.200% | Above Average | Front Load | $1,000 | ||
| Ladenburg Growth & Income C | LOWCX | Moderate Allocation | 4.65% | 79 | 1.950% | High | Level Load | $1,000 | ||
| Ladenburg Growth C | LGWCX | Moderately Aggressive Allocation | 6.74% | 62 | 1.890% | High | Level Load | $1,000 | ||
| Ladenburg Income & Growth A | LNOAX | Moderately Conservative Allocation | 3.36% | 53 | 1.250% | High | Front Load | $1,000 | ||
| Ladenburg Income A | LNCAX | Conservative Allocation | 1.62% | 75 | 1.280% | High | Front Load | $1,000 | ||
| Ladenburg Income I | LNCIX | Conservative Allocation | 1.61% | 73 | 1.130% | High | Institutional | $1.0 Mil | ||
| Ladenburg Income & Growth C | LNOCX | Moderately Conservative Allocation | 3.03% | 71 | 2.000% | High | Level Load | $1,000 | ||
| Ladenburg Income C | LNCCX | Conservative Allocation | 1.30% | 84 | 2.030% | High | Level Load | $1,000 |
Ladenburg Thalmann Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank