LAGIX

About LAGIX

Ladenburg Aggressive Growth Fund Class I is a mutual fund focused on providing long-term capital appreciation through an aggressive allocation strategy. The fund primarily invests in a diversified mix of U.S. and foreign equities, complemented by allocations to fixed income securities and alternative assets. Its targeted portfolio typically holds 70–100% in equities, up to 30% in fixed income, and up to 20% in alternatives, allowing for tactical reallocations in response to changing market conditions. The fund's holdings are concentrated in exchange-traded funds that cover large-cap value and growth stocks, mid-cap growth, small-cap equities, and select fixed income instruments. Ladenburg Aggressive Growth Fund Class I appeals to institutional investors seeking exposure to aggressive allocation strategies, aiming for capital growth while maintaining flexibility in asset class allocation. The fund has a moderate expense ratio and a turnover rate reflecting a long-term, buy-and-hold approach, with a low trailing yield relative to its category. It serves as an aggressive growth option in the broader mutual fund landscape, suitable for those seeking dynamic equity exposure with some diversification across asset classes.