LSOFX Mutual Fund (LS Opportunity Fund Class Institutional) is managed by Long Short Advisors with $80.3M 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 2.18%. The 1-year return is 3.63% and the 5-year return is 7.05%. LSOFX dividend yield stands at 32.80%, 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 (3.7%), Agnico Gold Corp (3.3%), Globe Life Inc (3.2%). View all LSOFX holdings, sector breakdown, or dividend history.

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