Ladenburg Aggressive Growth A 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.
Ladenburg Aggressive Growth Fund Class A LAWAX
- NAV / 1-Day Return 21.58 / −1.24 %
- Total Assets 72.3M
-
Adj. Expense Ratio
1.170%
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 0.35%
- Turnover 45%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 1:14 AM GMT+0
Morningstar’s Analysis LAWAX
Will LAWAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LAWAX 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 LAWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 97.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Schwab US Large-Cap Value ETF™ | 27.41 | 19M | — |
Schwab US Large-Cap Growth ETF™ | 22.61 | 16M | — |
WisdomTree US Value ETF | 10.91 | 8M | — |
Avantis US Small Cap Value ETF | 8.59 | 6M | — |
iShares Russell Mid-Cap Growth ETF | 8.22 | 6M | — |
Invesco S&P SmallCap Momentum ETF | 7.78 | 6M | — |
Fidelity Enhanced International ETF | 4.97 | 4M | — |
First American Government Obligs X | 3.06 | 2M | Cash and Equivalents |
JPMorgan Hedged Equity Ldrd Ovrly ETF | 2.84 | 2M | — |
Invesco Total Return Bond ETF | 1.86 | 1M | — |
United States