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 Financials, Consumer Discretionary, Communication Services. 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 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 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.