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Patient Opportunity FI (LMOFX)
At close: November 15 at 8:01 PM EST
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9/21 12:03 PM
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39.89 - YTD Return 20.28%
- Expense Ratio 2.16%
- Category Mid-Cap Blend
- Last Cap Gain -41.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 1.52B
- Beta (5Y Monthly) 1.45
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 40.00%
- Last Dividend 0.18
- Inception Date Dec 28, 2006
The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.
Patient Capital Management
Fund Family
Mid-Cap Blend
Fund Category
1.52B
Net Assets
2006-12-28
Inception Date
Performance Overview: LMOFX
View MoreTrailing returns as of 11/6/2024. Category is Mid-Cap Blend.
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Holdings: LMOFX
View MoreTop 10 Holdings (45.31% of Total Assets)
Sector Weightings
SectorLMOFX
Consumer Cyclical 30.25%
Communication Services 16.39%
Financial Services 15.70%
Healthcare 12.25%
Technology 10.72%
Energy 8.89%
Industrials 5.81%
Real Estate 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Recent News: LMOFX
View MoreResearch Reports: LMOFX
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127.39
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47.00
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45.76
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FUGIX Fidelity Advisor Utilities I
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16.86
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15.29
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16.78
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VLPCX Virtus Duff & Phelps Sel MLP & Engy C
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EIPIX EIP Growth and Income I
19.08
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VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.97
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KMKNX Kinetics Market Opportunities No Load
86.05
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MLXIX Catalyst Energy Infrastructure I
29.14
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KMKYX Kinetics Market Opportunities Inst
87.60
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KMKCX Kinetics Market Opportunities Adv C
79.77
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AIFRX abrdn Global Infrastructure Instl
23.89
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FSPCX Fidelity Select Insurance Port
99.72
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PRISX T. Rowe Price Financial Services
47.49
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69.55
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CSRSX Cohen & Steers Realty Shares L
69.57
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CSJZX Cohen & Steers Realty Shares Z
69.72
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TFIFX T. Rowe Price Financial Services I
47.40
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16.04
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PJEQX PGIM US Real Estate R6
16.07
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PJEZX PGIM US Real Estate Z
16.07
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