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 a closer substitute for your current allocation.
Cheapest Alternatives to LAGIX
LAGIX charges 0.85% annually. There are 359 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | LAGIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LAGIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LAGIX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | LAGIX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | LAGIX vs FYMIX |
Best Risk-Adjusted Alternatives to LAGIX
LAGIX has a PortfoliosLab risk / return rank of 60. There are 317 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | LAGIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | LAGIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | LAGIX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | LAGIX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | LAGIX vs AYBLX |
Top Performing LAGIX Alternatives (YTD)
LAGIX is at 11.53% YTD. There are 47 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | LAGIX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | LAGIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | LAGIX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | LAGIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | LAGIX vs TIBIX |
Lowest Volatility Alternatives to LAGIX
LAGIX has 11.69% 1-year volatility. There are 463 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | LAGIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | LAGIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | LAGIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | LAGIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | LAGIX vs CSTAX |
Lowest Drawdown Alternatives to LAGIX
LAGIX has a 1-year max drawdown of -7.56%. There are 402 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | LAGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | LAGIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | LAGIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | LAGIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | LAGIX vs CSTAX |
Other Mutual Funds from Ladenburg Thalmann
The 4 most viewed Ladenburg Thalmann mutual funds shown here include LOWIX, LGWIX, LNOIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ladenburg Growth & Income Fund | Diversified Portfolio | 65 | 8.32% | — | Aug 2015 | LAGIX vs LOWIX | |
| Ladenburg Growth Fund | Diversified Portfolio | 64 | 10.15% | — | Aug 2015 | LAGIX vs LGWIX | |
| Ladenburg Income & Growth Fund | Diversified Portfolio | 61 | 5.59% | — | Aug 2015 | LAGIX vs LNOIX | |
| Ladenburg Income Fund | Diversified Portfolio | 58 | 3.38% | — | Aug 2015 | LAGIX vs LNCIX |
Often Compared With LAGIX
Investors most often compare LAGIX with AAAAX, CONWX, BWBIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LAGIX with Any Fund or Stock
Compare LAGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LAGIX with funds that move differently
Ladenburg Aggressive Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LAGIX.
Explore LAGIX Diversifiers