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Morningstar

Patient Opportunity C LMOPX

Morningstar Medalist Rating
Medalist Rating as of | See Miller Value Investment Hub
  • NAV / 1-Day Return 23.41  /  0.04 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    2.260%
  • Expense Ratio 2.260%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 40%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:17 PM GMT+0

Morningstar’s Analysis LMOPX

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

People Pillar

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

More LMOPX Holdings
  • Current Portfolio Date
  • Equity Holdings 38
  • Bond Holdings 1
  • Other Holdings 3
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
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