Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
LS Opportunity Fund Institutional Class LSOFX
- NAV / 1-Day Return 17.78 / +0.06 %
- Total Assets 182.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 3.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Long-Short Equity
- Investment Style Mid Blend
- Min. Initial Investment 5,000
- Status Open
- TTM Yield —
- Turnover 75%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis LSOFX
Will LSOFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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