Ladenburg Growth Fund Class I (LGWIX)

Overview

The fund is designed to provide investors with a diversified investment strategy through a mix of equity, fixed income, and alternative strategy exchange traded funds (ETFs), exchange-traded notes (ETNs), and mutual funds. The fund's approach is to allocate its investments across these different assets classes within specified ranges to balance risk and return. The objective is to achieve the fund's investment goals by leveraging the expertise of its adviser in selecting underlying funds that match its investment strategy. Particularly notable is the fund's openness to investing up to 50% of its net assets in international securities, allowing for a broader diversity of investments.

Products and Services

• Equity Funds

  The fund dedicates between 60% and 90% of its assets to equity underlying funds. These funds can include exchange-traded funds (ETFs) and mutual funds that focus on equity investments. The goal here is to drive the fund's growth through the potential high returns of equity investments while managing the risks associated with stock markets.

• Fixed Income Funds

  A portion of the fund's portfolio, ranging from 0% to 30%, is allocated to fixed income underlying funds. These can include bonds or other debt securities through ETFs, ETNs, and mutual funds. Fixed income funds aim to provide the fund with a steady income stream and help reduce overall investment risk.

• Alternative Strategy Funds

  Up to 20% of the fund's assets may be invested in alternative strategy underlying funds. These funds employ a range of strategies outside of traditional equity and fixed income investments, including but not limited to, commodities, real estate, and hedge fund strategies through ETFs and mutual funds. Alternative strategies are used to diversify the fund's portfolio further and potentially enhance returns while mitigating risk in different market conditions.

• Foreign Securities Funds

  The fund has the flexibility to invest up to 50% of its net assets in underlying funds that primarily focus on foreign securities. This inclusion allows the fund to tap into international markets and diversify beyond domestic investments. It opens opportunities for growth in emerging markets and developed economies outside the United States, adjusting the investment exposure based on global economic conditions and opportunities.