Morningstar

Patient Opportunity Trust Class A LGOAX

Morningstar Medalist Rating
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Medalist Rating as of See Patient Capital Investment Hub
  • NAV / 1-Day Return $54.31  /  +0.18 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 1.230%
  • Net Expense Ratio 1.690%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis LGOAX

Will LGOAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGOAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGOAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LGOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

In good hands.

Analyst David Carey

David Carey

Analyst

Summary

Increased conviction in Patient Opportunity’s lead manager and supporting cast warrants a People Pillar upgrade to Above Average from Average, while its Process Pillar remains Average.

by David Carey
Rated on Published on

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Portfolio Holdings LGOAX

More LGOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
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