LMORX Mutual Fund

NAV$52.08

Fund Essentials - as of Mar 31, 2026

Net Assets
$4M
Expense Ratio
1.94%
Dividend Yield (Current)
-
Holdings
36
Inception Date
Dec 28, 2006
Fund Family
Patient Capital Management
Investment Style
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Asset Class
••••••••••
Legal Structure
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Dividend Frequency
Annually

Performance

YTD+8.42%
1 Year+33.60%
3 Year+24.99%
5 Year+4.39%
10 Year+14.58%

Asset Allocation

Stocks: 94.30%
Other: 5.70%

Top Holdings

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TickerNameWeight
RPD:DURPD:DU6.91%
CC6.54%
GOOGGOOG6.30%
QXOQXO5.60%
AMZNAMZN5.46%
Top 10 Concentration: 53.42%Report Date: Mar 31, 2026
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Peer Comparison

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Peer Avg
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LMORX Mutual Fund Overview

LMORX Mutual Fund (Patient Opportunity Trust Class R) is managed by Patient Capital Management with $4.2M in net assets. LMORX expense ratio is 1.94%, holding 36 positions across sectors including Unknown. Inception date: 2006-12-28.

LMORX performance shows a YTD return of 8.42%. The 1-year return is 33.60% and the 5-year return is 4.39%.

LMORX top holdings include RPD:DU (6.9%), C (6.5%), GOOG (6.3%), QXO (5.6%), AMZN (5.5%). View all LMORX holdings, sector breakdown, or dividend history.

LMORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMORX alternatives are available via the screener, along with tax-loss harvesting opportunities.