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 $901.7M in net assets. LGOAX expense ratio is 1.69%, holding 38 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2009-02-03.
LGOAX performance shows a YTD return of 10.57%. The 1-year return is 15.91% and the 5-year return is 5.05%.
LGOAX top holdings include Royalty Pharma Plc Class A Ordinary Share (6.1%), Citigroup Inc. (5.7%), Alphabet Inc (5.7%), Precigen Warrant Restricted 12/30/2034 (5.6%), Amazon.Com Inc (5.2%). 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.