LMOFX Mutual Fund
LMOFX Mutual Fund
LMOFX Mutual Fund
Patient Opportunity Trust Class FI
LMOFX Mutual Fund Overview
LMOFX Mutual Fund (Patient Opportunity Trust Class FI) is managed by Patient Capital Management with $10.4M in net assets. LMOFX expense ratio is 1.74%, holding 36 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2004-02-13.
LMOFX performance shows a YTD return of 8.51%. The 1-year return is 33.84% and the 5-year return is 4.59%.
LMOFX top holdings include Rpi International Holdings Lp P/P (6.9%), Citibank N.A. (6.5%), Alphabet Inc series C (6.3%), Qxo Inc Pipe 0.00000000 (5.6%), Amazon.Com Inc (5.5%). View all LMOFX holdings, sector breakdown, or dividend history.
LMOFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMOFX alternatives are available via the screener, along with tax-loss harvesting opportunities.