MVISX Mutual Fund (Patient Opportunity Trust Class IS) is managed by Patient Capital Management with $4.6M in net assets. MVISX expense ratio is 1.33%, holding 36 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2018-08-22.

MVISX performance shows a YTD return of 8.74%. The 1-year return is 34.42% and the 5-year return is 5.01%. MVISX dividend yield stands at 0.17%, paid annually.

MVISX 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 MVISX holdings, sector breakdown, or dividend history.

MVISX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVISX alternatives are available via the screener, along with tax-loss harvesting opportunities.