Patient Opportunity has a new name, lead manager, and parent company, but its long-standing traits remain the same.
Patient Opportunity IS MVISX
- NAV / 1-Day Return 36.55 / −0.11 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.770%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield —
- Turnover 40%
USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 10:24 PM GMT+0
Morningstar’s Analysis MVISX
Will MVISX 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 43.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amazon.com Inc | 5.47 | 92.0 Mil | Consumer Cyclical |
Citigroup Inc | 5.26 | 88.5 Mil | Financial Services |
Expedia Group Inc | 4.50 | 75.8 Mil | Consumer Cyclical |
OneMain Holdings Inc | 4.40 | 74.1 Mil | Financial Services |
Alphabet Inc Class A | 4.26 | 71.7 Mil | Communication Services |
Delta Air Lines Inc | 4.24 | 71.3 Mil | 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 |