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Patient Opportunity FI (LMOFX)

39.43 -0.46 (-1.15%)
At close: November 15 at 8:01 PM EST

Fund Summary

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 Opportunity FI

Milwaukee, WI 53202
615 East Michigan Street
414-287-3700

Fund Overview

Category Mid-Cap Blend
Fund Family Patient Capital Management
Net Assets 1.52B
YTD Return 20.28%
Yield 0.00%
Morningstar Rating
Inception Date Dec 28, 2006

Fund Operations

Last Dividend 0.18
Last Cap Gain -41.00
Holdings Turnover 40.00%
Average for Category --

Fees & Expenses

Expense LMOFX Category Average
Annual Report Expense Ratio (net) 2.16% 0.94%
Prospectus Net Expense Ratio 2.16% --
Prospectus Gross Expense Ratio 2.17% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.32%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Christina Malbon, CFA, was named Assistant Portfolio Manager of Opportunity Trust in 2023 and has served as a Senior Research Analyst of the Fund since 2013. Ms. Malbon has worked on the Opportunity strategy since starting with the Adviser in 2013, working closely with Samantha McLemore in supporting portfolio investment decisions, research, and trading activities.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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