Ladenburg Aggressive Growth Fund (LAGIX) Alternatives
Ladenburg Aggressive Growth Fund (LAGIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LAGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LAGIX
LAGIX charges 0.85% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LAGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LAGIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LAGIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LAGIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LAGIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | LAGIX vs FYMIX |
Best Risk-Adjusted Alternatives to LAGIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | LAGIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LAGIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LAGIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LAGIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LAGIX vs PMAIX |
Top Performing LAGIX Alternatives (YTD)
LAGIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | LAGIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LAGIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LAGIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LAGIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LAGIX vs CONWX |
Lowest Volatility Alternatives to LAGIX
LAGIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | LAGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LAGIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LAGIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LAGIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LAGIX vs SICIX |
Lowest Drawdown Alternatives to LAGIX
LAGIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | LAGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LAGIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LAGIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LAGIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LAGIX vs SICIX |
Other Mutual Funds from Ladenburg Thalmann
Most popular Ladenburg Thalmann mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ladenburg Growth & Income Fund | Diversified Portfolio | 49 | -2.58% | Aug 23, 2015 | LAGIX vs LOWIX | |
| Ladenburg Income & Growth Fund | Diversified Portfolio | 53 | -2.00% | Aug 23, 2015 | LAGIX vs LNOIX | |
| Ladenburg Growth Fund | Diversified Portfolio | 43 | -3.17% | Aug 23, 2015 | LAGIX vs LGWIX | |
| Ladenburg Income Fund | Diversified Portfolio | 65 | -1.48% | Aug 23, 2015 | LAGIX vs LNCIX |
Compare LAGIX with Any Fund or Stock
Compare LAGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.