LMOFX Mutual Fund

LMOFX Mutual Fund (Patient Opportunity Trust Class FI) is managed by Patient Capital Management with $9.6M in net assets. LMOFX expense ratio is 1.74%, holding 38 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-02-13.

LMOFX performance shows a YTD return of 14.70%. The 1-year return is 21.92% and the 5-year return is 8.74%.

LMOFX 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 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.