Nasdaq - Delayed Quote USD

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 83.61%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 7

Performance & Risk

YTD Return 28.16%
5y Average Return 10.64%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.45
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
LMOFXCategory AverageLMOFXCategory AverageLMOFXCategory Average
Alpha -9.76 -0.06 -8.85 -0.05 -8.51 -0.04
BETA 1.45 0.01 1.57 0.01 1.62 0.01
Mean Annual Return 0.27 0.01 1.22 0.01 1.02 0.01
R-squared 71.59 0.88 73.24 0.85 73 0.84
Standard Deviation 29.46 0.23 33.08 0.19 28.96 0.17
Sharpe Ratio -0.02 0.01 0.37 0.01 0.36 0.01
Treynor Ratio -3.41 0.11 4.52 0.11 3.99 0.1

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