Morningstar

Ladenburg Growth Fund Class I LGWIX

Medalist Rating as of Aug 31, 2026 See Alternative Strategies Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange-traded notes ("ETNs") and mutual funds (together, "underlying funds"). It may invest up to 50% of its net assets in underlying funds that primarily invest in foreign securities. The fund's adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 60-90%; Fixed Income 0-30%; and Alternatives 0-20%.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LGWIX	Ladenburg Growth Fund Class I	Institutional	Open			Aug 24, 2015	$151.71M	0.990%	High	$1M	$4.98M
LGWAX	Ladenburg Growth Fund Class A	Front Load	Open			Aug 24, 2015	$672,434.00	1.180%	High	$1,000	$45,839.42
LGWCX	Ladenburg Growth Fund Class C	Level Load	Open			Aug 24, 2015	$50,432.00	1.930%	High	$1,000	−$4,555.95

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