MVISX Mutual Fund

MVISX Mutual Fund (Patient Opportunity Trust Class IS) is managed by Patient Capital Management with $6.7M in net assets. MVISX expense ratio is 1.33%, holding 36 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2018-08-22.

MVISX performance shows a YTD return of 12.66%. The 1-year return is 30.09% and the 5-year return is 6.77%. MVISX dividend yield stands at 0.17%, paid annually.

MVISX 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 MVISX holdings, MVISX sectors, or MVISX dividends.

MVISX can be compared against other funds. Use MVISX overlap to find shared positions, or MVISX vs another fund for a side-by-side view. MVISX alternatives are available via the screener, along with tax-loss harvesting opportunities.