LSOFX Mutual Fund
LSOFX Mutual Fund
LSOFX Mutual Fund
LS Opportunity Fund Class Institutional
LSOFX Mutual Fund Overview
LSOFX Mutual Fund (LS Opportunity Fund Class Institutional) is managed by Long Short Advisors with $79.3M in net assets. LSOFX expense ratio is 2.69%, holding 73 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2010-09-29.
LSOFX performance shows a YTD return of 5.42%. The 1-year return is 7.03% and the 5-year return is 5.99%. LSOFX dividend yield stands at 31.80%, paid annually.
LSOFX top holdings include Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (5.9%), Fairfax Financial Holdings Ltd. (4.9%), Johnson & Johnson - Common (3.7%), Agnico Eagle Mines Ltd (3.3%), Globe Life Inc. (3.2%). Go to all LSOFX holdings, LSOFX sectors, or LSOFX dividends.
LSOFX can be compared against other funds. Use LSOFX overlap to find shared positions, or LSOFX vs another fund for a side-by-side view. LSOFX alternatives are available via the screener, along with tax-loss harvesting opportunities.