Morningstar

Ladenburg Aggressive Growth Fund Class I LAGIX

Morningstar Medalist Rating
Medalist Rating as of | See Alternative Strategies Investment Hub
  • NAV / 1-Day Return 21.56  /  −0.32 %
  • Total Assets 72.4M
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 0.850%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.53%
  • Turnover 45%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:55 AM GMT+0

Morningstar’s Analysis LAGIX

Will LAGIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LAGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LAGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LAGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ladenburg Aggressive Growth I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LAGIX

More LAGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Cash and Equivalents

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