Patient Opportunity has a new name, lead manager, and parent company, but its long-standing traits remain the same.
Patient Opportunity R LMORX
- NAV / 1-Day Return 33.44 / +0.57 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.760%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Mid-Cap Blend
- Investment Style Mid Value
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 40%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis LMORX
Will LMORX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Expedia Group Inc | 7.05 | 110.0 Mil | Consumer Cyclical |
Amazon.com Inc | 5.60 | 87.4 Mil | Consumer Cyclical |
OneMain Holdings Inc | 5.36 | 83.6 Mil | Financial Services |
Citigroup Inc | 4.94 | 77.2 Mil | Financial Services |
Alphabet Inc Class A | 4.25 | 66.4 Mil | Communication Services |
Energy Transfer LP | 3.98 | 62.1 Mil | Energy |
UBS Group AG | 3.96 | 61.8 Mil | Financial Services |
Delta Air Lines Inc | 3.87 | 60.3 Mil | Industrials |
IAC Inc Ordinary Shares - New | 3.52 | 55.0 Mil | Communication Services |
General Motors Co | 3.45 | 53.9 Mil | Consumer Cyclical |