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 $11.2M 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 12.37%. The 1-year return is 29.57% and the 5-year return is 6.35%.
LMOFX 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 LMOFX holdings, LMOFX sectors, or LMOFX dividends.
LMOFX can be compared against other funds. Use LMOFX overlap to find shared positions, or LMOFX vs another fund for a side-by-side view. LMOFX alternatives are available via the screener, along with tax-loss harvesting opportunities.