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 Financials, Consumer Discretionary, Health Care. Inception date: 2006-12-28.

LMORX performance shows a YTD return of 8.58%. The 1-year return is 33.60% and the 5-year return is 4.39%.

LMORX top holdings include Rpi International Holdings Lp P/P (6.9%), Citigroup Inc. (6.5%), Alphabet Inc. C (6.3%), Qxo, Inc. (5.6%), Amazon.Com Inc (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.