Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 12.53 / 1.29 %
- Total Assets 190.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.410%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,500
- Status Limited
- TTM Yield —
- Turnover 87%
Morningstar’s Analysis LAMGX
Will LAMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 69
- Bond Holdings 0
- Other Holdings 0
- % Assets in Top 10 Holdings 28.9