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Patient Opportunity R (LMORX)
31.75
-3.11
(-8.92%)
At close: 5:00:11 PM EDT
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34.86 - YTD Return 0.56%
- Expense Ratio 2.01%
- Category Mid-Cap Value
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 1.56B
- Beta (5Y Monthly) 1.52
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 31.00%
- Last Dividend 0.12
- Inception Date Jun 26, 2000
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 Value
Fund Category
1.56B
Net Assets
2000-06-26
Inception Date
Performance Overview: LMORX
View MoreTrailing returns as of 4/1/2025. Category is Mid-Cap Value.
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Holdings: LMORX
View MoreTop 10 Holdings (44.72% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorLMORX
Consumer Cyclical 27.25%
Financial Services 16.45%
Communication Services 15.92%
Healthcare 13.29%
Energy 11.60%
Technology 9.74%
Industrials 5.74%
Real Estate 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
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