LMORX Mutual Fund
NAV$52.08
AUM$4M
TER1.94%
Holdings36
LMORX Mutual Fund
NAV$52.08
Patient Opportunity Trust Class R
AUM$4M
TER1.94%
Holdings36

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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.