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LAGIX Ladenburg Aggressive Growth I

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Fund LAGIX Ladenburg Aggressive Growth I TSALX TIAA-CREF Lifestyle Aggressive Gr Retail  
100% 85%
Annual Fees
(0.94% Exp. Ratio)
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.26% annual return
$35,057.13 $35,591.88
Est. savings over 30 yrs +$534.75
As of 9/30/16
1 YR RETURN 10.22%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.29%
3 YR 6.41%
5 YR --
10 YR --
The investment seeks to maximize long-term growth of capital. The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange-traded notes ("ETNs") and mutual funds (together, "underlying funds"). It may invest up to 60% of its net assets in underlying funds that primarily invest in foreign securities. The fund's adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 70-100%, Fixed Income 0-30%, Alternatives 0-20%. It is non-diversified.
The investment seeks long-term growth of capital. The fund is a "fund of funds" that invests in Institutional Class shares of other funds of the Trust and potentially in other investment pools or investment products. It generally seeks to meet the fund's investment objective by investing: (1) approximately 100% of the fund's assets in equity underlying funds and (2) approximately 0% of the fund's assets in fixed-income underlying funds. It may deviate from these target allocations by up to ten percentage points depending upon current market conditions and outlook.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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