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 $1.00B in net assets. LGOAX expense ratio is 1.69%, holding 36 positions across sectors including Financials, Consumer Discretionary, Health Care. 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 6.36%.
LGOAX top holdings include Royalty Pharma Plc Class A Ordinary Share (6.9%), Citigroup Inc. (6.5%), Alphabet Inc. C (6.3%), Qxo, Inc. (5.6%), Amazon.Com Inc (5.5%). 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.