Ladenburg Thalmann Mutual Funds List
Here you can find all mutual funds issued by Ladenburg Thalmann and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.82%
- Avg. 1 Year Return
- 17.97%
- Avg. 5 Year Return
- 4.56%
- Median Risk/Return Score
- 60 / 100
Ladenburg Thalmann Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | Aug 23, 2015 | 0.85% | 10.56% | 9.58% | 4.65% | 58 | ||||||||
| Ladenburg Growth Fund | Diversified Portfolio | Aug 23, 2015 | 0.79% | 9.35% | 8.42% | 4.18% | 62 | ||||||||
| Ladenburg Income Fund | Diversified Portfolio | Aug 23, 2015 | 0.85% | 3.13% | 3.43% | 3.37% | 56 | ||||||||
| Ladenburg Income & Growth Fund | Diversified Portfolio | Aug 23, 2015 | 0.85% | 5.33% | 4.93% | 3.49% | 60 | ||||||||
| Ladenburg Growth & Income Fund | Diversified Portfolio | Aug 23, 2015 | 0.76% | 7.75% | 6.82% | 3.35% | 63 |
Explore top Ladenburg Thalmann Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Ladenburg Thalmann Mutual funds by Risk/Return Score
The top Ladenburg Thalmann Mutual funds by PortfoliosLab Risk/Return Score are LOWIX (63) and LGWIX (62).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Ladenburg Growth & Income Fund | 63 | — | Aug 2015 | |
| Ladenburg Growth Fund | 62 | — | Aug 2015 | |
| Ladenburg Income & Growth Fund | 60 | — | Aug 2015 | |
| Ladenburg Aggressive Growth Fund | 58 | — | Aug 2015 | |
| Ladenburg Income Fund | 56 | — | Aug 2015 |
Best-Performing Ladenburg Thalmann Mutual funds Over 5 Years
The top Ladenburg Thalmann Mutual funds is LAGIX (6.53%).
Across the lineup, Ladenburg Thalmann Mutual funds show an average 1-year return of 17.97% and an average 5-year return of 4.56%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Ladenburg Aggressive Growth Fund | 6.53% | — | Aug 2015 | |
| Ladenburg Growth Fund | 5.85% | — | Aug 2015 | |
| Ladenburg Growth & Income Fund | 4.79% | — | Aug 2015 | |
| Ladenburg Income & Growth Fund | 3.12% | — | Aug 2015 | |
| Ladenburg Income Fund | 2.50% | — | Aug 2015 |
Lowest-Cost Ladenburg Thalmann Mutual funds
The top Ladenburg Thalmann Mutual funds is LOWIX (0.76%).
With an average expense ratio of 0.82%, Ladenburg Thalmann Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Ladenburg Growth & Income Fund | 0.76% | — | Aug 2015 | |
| Ladenburg Growth Fund | 0.79% | — | Aug 2015 | |
| Ladenburg Income & Growth Fund | 0.85% | — | Aug 2015 | |
| Ladenburg Aggressive Growth Fund | 0.85% | — | Aug 2015 | |
| Ladenburg Income Fund | 0.85% | — | Aug 2015 |
Highest-Yield Ladenburg Thalmann Mutual funds
The top Ladenburg Thalmann Mutual funds is LAGIX (4.65%).
Across the lineup, Ladenburg Thalmann Mutual funds show an average dividend yield of 3.81%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Ladenburg Aggressive Growth Fund | 4.65% | — | Aug 2015 | |
| Ladenburg Growth Fund | 4.18% | — | Aug 2015 | |
| Ladenburg Income & Growth Fund | 3.49% | — | Aug 2015 | |
| Ladenburg Income Fund | 3.37% | — | Aug 2015 | |
| Ladenburg Growth & Income Fund | 3.35% | — | Aug 2015 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
LOWIX vs. FFNOXLOWIX vs. IIPRLOWIX vs. AMECXLOWIX vs. PMAIXLOWIX vs. BERIXLAGIX vs. AVEFXLAGIX vs. SICIXLAGIX vs. BERIXLAGIX vs. AAAAXLAGIX vs. BWBIXLNOIX vs. AMECXLNOIX vs. FSRKXLNOIX vs. BWBIXLNOIX vs. FRGAXLNOIX vs. TIBIXLGWIX vs. AAAAXLGWIX vs. AVEFXLGWIX vs. BERIXLGWIX vs. BWBIXLGWIX vs. CONWXLNCIX vs. FDFIXLNCIX vs. DGROLNCIX vs. PEYLNCIX vs. IOEZXLNCIX vs. CONWX