Despite a relatively recent leadership transition, Patient Opportunity’s long-standing traits remain the same.
Patient Opportunity IS MVISX
- NAV / 1-Day Return 39.44 / +0.84 %
- Total Assets 1.5 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 0.00
- Turnover 40%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 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 46.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
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Energy Transfer LP | 4.49 | 68.1 Mil | Energy |
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NVIDIA Corp | 4.07 | 61.8 Mil | Technology |
General Motors Co | 3.98 | 60.4 Mil | Consumer Cyclical |
IAC Inc Ordinary Shares - New | 3.85 | 58.4 Mil | Communication Services |
OneMain Holdings Inc | 3.83 | 58.2 Mil | Financial Services |