LMOPX Mutual Fund

NAV$46.37

Fund Essentials - as of Mar 31, 2026

Net Assets
$58M
Expense Ratio
2.44%
Dividend Yield (Current)
-
Holdings
36
Inception Date
Dec 30, 1999
Fund Family
Patient Capital Management
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Annually

Performance

YTD+8.16%
1 Year+32.95%
3 Year+24.37%
5 Year+3.87%
10 Year+14.03%

Asset Allocation

Stocks: 94.30%
Other: 5.70%

Top Holdings

View All →
TickerNameWeight
RPD:DURPD:DU6.91%
CC6.54%
GOOGGOOG6.30%
QXOQXO5.60%
AMZNAMZN5.46%
Top 10 Concentration: 53.42%Report Date: Mar 31, 2026
Download all 36 holdings for LMOPX
CSV export with sector, industry & share changes
Get CSV

Peer Comparison

Benchmark
••••••••••
Outperforming by ••••%
Ranked #••• of •,••• funds
This Mutual Fund
+••.••%
Peer Avg
+••.••%
Premium Feature
Sign in to unlock peer comparison, category rankings and more

LMOPX Mutual Fund Overview

LMOPX Mutual Fund (Patient Opportunity Trust Class C) is managed by Patient Capital Management with $57.7M in net assets. LMOPX expense ratio is 2.44%, holding 36 positions across sectors including Unknown. Inception date: 1999-12-30.

LMOPX performance shows a YTD return of 8.16%. The 1-year return is 32.95% and the 5-year return is 3.87%.

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

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