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Patient Opportunity FI LMOFX

Medalist Rating as of | See Patient Funds Investment Hub
  • NAV / 1-Day Return 32.60  /  +1.88 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 40%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 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.

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.

Rated on Published on

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Portfolio Holdings LMOFX

  • 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