LMOFX Mutual Fund
NAV$53.40
AUM$9M
TER1.82%
Holdings36
LMOFX Mutual Fund
NAV$53.40
Patient Opportunity Trust Class FI
AUM$9M
TER1.82%
Holdings36

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LMOFX Mutual Fund Overview
LMOFX Mutual Fund (Patient Opportunity Trust Class FI) is managed by Patient Capital Management with $9.2M in net assets. LMOFX expense ratio is 1.82%, holding 36 positions across sectors including Unknown. Inception date: 2004-02-13.
LMOFX performance shows a YTD return of 1.06%. The 1-year return is 24.47% and the 5-year return is 5.55%.
LMOFX top holdings include GOOGL (6.4%), C (5.7%), AMZN (5.4%), QXO (5.3%), UNH (5.3%). View all LMOFX holdings, sector breakdown, or dividend history.
LMOFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMOFX alternatives are available via the screener, along with tax-loss harvesting opportunities.