LGOAX Mutual Fund
LGOAX Mutual Fund
Patient Opportunity Trust Class A

LGOAX Mutual Fund Overview
LGOAX Mutual Fund (Patient Opportunity Trust Class A) is managed by Patient Capital Management with $835.6M in net assets. LGOAX expense ratio is 1.74%, holding 36 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2009-02-03.
LGOAX performance shows a YTD return of 1.08%. The 1-year return is 24.54% and the 5-year return is 5.57%.
LGOAX top holdings include Alphabet Inc,class A (6.4%), Citigroup Inc. (5.7%), Amazon.Com Inc (5.4%), Qxo Inc Pipe Deal (5.3%), UnitedHealth Group Incorporated (5.3%). View all LGOAX holdings, sector breakdown, or dividend history.
LGOAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LGOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.