Morningstar

LS Opportunity Fund - Institutional Class LSOFX

Morningstar Medalist Rating
Medalist Rating as of | See Long Short Investment Hub
  • NAV / 1-Day Return 14.71  /  0.00
  • Total Assets 80.3M
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 2.670%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.65%
  • Turnover 66%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 1:02 AM GMT+0

Morningstar’s Analysis LSOFX

Will LSOFX outperform in the 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 LSOFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSOFX 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 LSOFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LS Opportunity Fund Institutional Class holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LSOFX

More LSOFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Healthcare

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