Patient Opportunity Trust Class FI (LMOFX)
| Fund Assets | 1.49B |
| Expense Ratio | 2.16% |
| Min. Investment | $1,000 |
| Turnover | 40.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 37.34 |
| YTD Return | 20.79% |
| 1-Year Return | 53.36% |
| 5-Year Return | 65.55% |
| 52-Week Low | 23.55 |
| 52-Week High | 37.71 |
| Beta (5Y) | n/a |
| Holdings | 39 |
| Inception Date | Feb 13, 2004 |
About LMOFX
The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.
Performance
LMOFX had a total return of 53.36% in the past year. Since the fund's inception, the average annual return has been 6.67%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FBRNX | Fidelity | Fidelity Advisor Stock Selector All Cap Fund - Class I | 0.63% |
| FIQCX | Fidelity | Fidelity Advisor Asset Manager 85% - Class Z | 0.61% |
| FSSKX | Fidelity | Fidelity Stock Selector All Cap Fund - Class K | 0.51% |
| FSJHX | Fidelity | Fidelity Advisor Stock Selector All Cap Fund - Class M | 1.13% |
| FLACX | Fidelity | Fidelity Advisor Stock Selector All Cap Fund - Class C | 1.67% |
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| MVISX | Class Is | 1.77% |
| LMNOX | Class I | 1.85% |
| LGOAX | Class A | 2.11% |
| LMORX | Class R | 2.37% |
Top 10 Holdings
45.31% of assets| Name | Symbol | Weight |
|---|---|---|
| QXO, Inc. | QXO | 5.83% |
| Amazon.com, Inc. | AMZN | 5.74% |
| Alphabet Inc. | GOOGL | 4.86% |
| Citigroup Inc. | C | 4.63% |
| Expedia Group, Inc. | EXPE | 4.56% |
| IAC Inc. | IAC | 4.36% |
| Energy Transfer LP | ET | 4.16% |
| Meta Platforms, Inc. | META | 4.06% |
| NVIDIA Corporation | NVDA | 3.74% |
| Alibaba Group Holding Limited | BABA | 3.37% |