Ladenburg Growth Fund (LGWIX) Alternatives
Ladenburg Growth Fund (LGWIX) 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 LGWIX. 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 LGWIX
LGWIX charges 0.79% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LGWIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LGWIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LGWIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LGWIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LGWIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | LGWIX vs FYMIX |
Best Risk-Adjusted Alternatives to LGWIX
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 | LGWIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LGWIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LGWIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LGWIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LGWIX vs PMAIX |
Top Performing LGWIX Alternatives (YTD)
LGWIX 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 | LGWIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LGWIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LGWIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LGWIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LGWIX vs CONWX |
Lowest Volatility Alternatives to LGWIX
LGWIX 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 | LGWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LGWIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LGWIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LGWIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LGWIX vs SICIX |
Lowest Drawdown Alternatives to LGWIX
LGWIX 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 | LGWIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LGWIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LGWIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LGWIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LGWIX 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 | LGWIX vs LOWIX | |
| Ladenburg Aggressive Growth Fund | Diversified Portfolio | 38 | -3.37% | Aug 23, 2015 | LGWIX vs LAGIX | |
| Ladenburg Income & Growth Fund | Diversified Portfolio | 53 | -2.00% | Aug 23, 2015 | LGWIX vs LNOIX | |
| Ladenburg Income Fund | Diversified Portfolio | 65 | -1.48% | Aug 23, 2015 | LGWIX vs LNCIX |
Compare LGWIX with Any Fund or Stock
Compare LGWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.