LMOFX Mutual Fund
LMOFX Mutual Fund
Patient Opportunity Trust Class FI

LMOFX Mutual Fund Overview
LMOFX Mutual Fund (Patient Opportunity Trust Class FI) is managed by Patient Capital Management with $10.6M in net assets. LMOFX expense ratio is 1.74%, holding 36 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2004-02-13.
LMOFX performance shows a YTD return of 7.57%. The 1-year return is 33.84% and the 5-year return is 4.59%.
LMOFX top holdings include Rpi International Holdings Lp P/P (6.9%), Citigroup Inc. (6.5%), Alphabet Inc. C (6.3%), Qxo, Inc. (5.6%), Amazon.Com Inc (5.5%). 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.