LGOAX Mutual Fund
LGOAX Mutual Fund
LGOAX Mutual Fund
Patient Opportunity Trust Class A
LGOAX Mutual Fund Overview
LGOAX Mutual Fund (Patient Opportunity Trust Class A) is managed by Patient Capital Management with $973.9M in net assets. LGOAX expense ratio is 1.69%, holding 36 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2009-02-03.
LGOAX performance shows a YTD return of 10.91%. The 1-year return is 29.67% and the 5-year return is 6.37%.
LGOAX top holdings include Royalty Pharma Plc Class A Ordinary Share (6.3%), Citigroup Inc. (6.3%), Alphabet Inc,class A (6.0%), Unitedhealth Group Incorporated (5.6%), Amazon.Com Inc (5.1%). Go to all LGOAX holdings, LGOAX sectors, or LGOAX dividends.
LGOAX can be compared against other funds. Use LGOAX overlap to find shared positions, or LGOAX vs another fund for a side-by-side view. LGOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.