Despite a relatively recent leadership transition, Patient Opportunity’s long-standing traits remain the same.
Patient Opportunity C LMOPX
- NAV / 1-Day Return 31.36 / +0.84 %
- Total Assets 1.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 2.870%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 40%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0
Morningstar’s Analysis LMOPX
Will LMOPX 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 46.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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|
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IAC Inc Ordinary Shares - New | 3.85 | 58.4 Mil | Communication Services |
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