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Patient Opportunity R LMORX

Medalist Rating as of | See Patient Funds Investment Hub
  • NAV / 1-Day Return 33.54  /  +1.36 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    2.370%
  • Expense Ratio 2.370%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 40%

USD | NAV as of Jun 12, 2024 | 1-Day Return as of Jun 12, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LMORX

Will LMORX 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.

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Portfolio Holdings LMORX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Expedia Group Inc

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Alphabet Inc Class A

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Communication Services

Delta Air Lines Inc

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Industrials

Energy Transfer LP

4.21 70.8 Mil
Energy

General Motors Co

3.91 65.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.75 63.1 Mil
Communication Services

UBS Group AG

3.56 59.9 Mil
Financial Services