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Morningstar

Patient Opportunity FI LMOFX

Morningstar Medalist Rating
Medalist Rating as of | See Patient Funds Investment Hub
  • NAV / 1-Day Return 36.23  /  +1.74 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    2.160%
  • Expense Ratio 2.160%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 40%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LMOFX

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

  • People Pillar

    The People Pillar is our evaluation of the LMOFX 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 LMOFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still volatile after a leadership transition.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Patient Opportunity has a new name, lead manager, and parent company, but its long-standing traits remain the same.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings LMOFX

More LMOFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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