Christina Siegel Malbon was appointed assistant portfolio manager on the Opportunity Trust (formerly known as the Miller Opportunity Trust), according to an updated prospectus from April 30, 2023. Malbon has been working closely with lead manager Samantha McLemore dating back to 2013, having since taken on some portfolio management responsibilities. Overall, Malbon's promotion reflects her growing contributions to the team, and does not impact the existing People rating or the Morningstar Medalist Ratings.
- NAV / 1-Day Return 25.04 / 0.20 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
1.760%
- Expense Ratio 1.760%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Mid-Cap Blend
- Investment Style Mid Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 40%
Morningstar’s Analysis LMORX
Will LMORX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 38
- Bond Holdings 1
- Other Holdings 2
- % Assets in Top 10 Holdings 41.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector