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Patient Opportunity IS (MVISX)
37.82
-0.26
(-0.68%)
At close: 8:01:41 PM EDT
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38.08 - YTD Return -9.30%
- Expense Ratio 1.42%
- Category Mid-Cap Value
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 1.4B
- Beta (5Y Monthly) 1.54
- Yield 0.29%
- 5y Average Return --
- Holdings Turnover 31.00%
- Last Dividend 0.11
- Inception Date Aug 22, 2018
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
1.4B
Net Assets
2018-08-22
Inception Date
Performance Overview: MVISX
View MoreTrailing returns as of 5/2/2025. Category is Mid-Cap Value.
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Holdings: MVISX
View MoreSector Weightings
SectorMVISX
Consumer Cyclical 28.46%
Communication Services 16.49%
Healthcare 16.24%
Financial Services 15.26%
Energy 9.57%
Technology 8.88%
Industrials 4.07%
Utilities 1.02%
Real Estate 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Recent News: MVISX
View MoreResearch Reports: MVISX
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