Morningstar

Patient Opportunity Trust Class I LMNOX

Morningstar Medalist Rating
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Medalist Rating as of See Patient Capital Investment Hub
  • NAV / 1-Day Return $62.02  /  −0.06 %
  • Fund Size $2.1B
  • Adjusted Expense Ratio 0.930%
  • Net Expense Ratio 1.390%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.13%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis LMNOX

Will LMNOX 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 LMNOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LMNOX 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 LMNOX’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 LMNOX

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.7
Top 10 Holdings
% Portfolio Weight
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