LMORX Mutual Fund
LMORX Mutual Fund
LMORX Mutual Fund
Patient Opportunity Trust Class R
LMORX Mutual Fund Overview
LMORX Mutual Fund (Patient Opportunity Trust Class R) is managed by Patient Capital Management with $4.3M in net assets. LMORX expense ratio is 1.94%, holding 36 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2006-12-28.
LMORX performance shows a YTD return of 12.95%. The 1-year return is 21.63% and the 5-year return is 5.13%.
LMORX top holdings include Royalty Pharma Plc Class A Ordinary Share (6.3%), Citigroup Inc. (6.3%), Alphabet Inc (6.0%), Unitedhealth Group Incorporated (5.6%), Amazon.Com Inc (5.1%). Go to all LMORX holdings, LMORX sectors, or LMORX dividends.
LMORX can be compared against other funds. Use LMORX overlap to find shared positions, or LMORX vs another fund for a side-by-side view. LMORX alternatives are available via the screener, along with tax-loss harvesting opportunities.