Patient Funds Mutual Funds
Patient Funds Funds List
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Patient Opportunity A | LGOAX | Mid-Cap Blend | 17.10% | 15 | 2.110% | High | Front Load | $1,000 | ||
Patient Opportunity C | LMOPX | Mid-Cap Blend | 16.45% | 19 | 2.870% | High | Level Load | $1,000 | ||
Patient Opportunity FI | LMOFX | Mid-Cap Blend | 17.07% | 15 | 2.160% | High | No Load | $0 | ||
Patient Opportunity I | LMNOX | Mid-Cap Blend | 17.36% | 14 | 1.850% | High | Institutional | $1.0 Mil | ||
Patient Opportunity IS | MVISX | Mid-Cap Blend | 17.42% | 14 | 1.770% | High | Institutional | $1.0 Mil | ||
Patient Opportunity R | LMORX | Mid-Cap Blend | 16.87% | 16 | 2.370% | High | Retirement, Medium | $0 |
Patient Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank