Increased conviction in Patient Opportunity’s lead manager and supporting cast warrants a People Pillar upgrade to Above Average from Average, while its Process Pillar remains Average.
Patient Opportunity Trust Class IS MVISX
- NAV / 1-Day Return 60.67 / +0.12 %
- Total Assets 2.0B
-
Adj. Expense Ratio
0.880%
- Expense Ratio 1.320%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.17%
- Turnover 27%
USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:45 AM GMT+0
Morningstar’s Analysis MVISX
Will MVISX outperform in the 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 48.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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United States