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Patient Opportunity FI (LMOFX)
At close: June 14 at 8:01 PM EDT
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34.71 - YTD Return 9.87%
- Expense Ratio 1.77%
- Category Mid-Cap Blend
- Last Cap Gain -41.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 1.44B
- Beta (5Y Monthly) 1.37
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 40.00%
- Last Dividend 0.18
- Inception Date Dec 28, 2006
The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.
Patient Capital Management
Fund Family
Mid-Cap Blend
Fund Category
1.44B
Net Assets
2006-12-28
Inception Date
Performance Overview: LMOFX
Trailing returns as of 6/14/2024. Category is Mid-Cap Blend.
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Holdings: LMOFX
Top 10 Holdings (43.57% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLMOFX
Consumer Cyclical 29.95%
Financial Services 22.39%
Communication Services 12.61%
Healthcare 12.43%
Energy 9.64%
Industrials 6.81%
Technology 6.17%
Real Estate 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Recent News: LMOFX
Research Reports: LMOFX
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