Patient Opportunity Trust Class C
LMOPX
NASDAQ
| Weiss Ratings | LMOPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | LMOPX-NASDAQ | Click to Compare |
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| Provider | Patient Capital Management | |||
| Manager/Tenure (Years) | Samantha McLemore (16), Christina Malbon (2) | |||
| Website | http://www.patientcapitalmanagement.com | |||
| Fund Information | LMOPX-NASDAQ | Click to Compare |
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| Fund Name | Patient Opportunity Trust Class C | |||
| Category | Mid-Cap Value | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 30, 1999 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | LMOPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | LMOPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.47% | |||
| Asset Allocation | LMOPX-NASDAQ | Click to Compare |
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| Cash | -0.20% | |||
| Stock | 96.34% | |||
| U.S. Stock | 89.00% | |||
| Non-U.S. Stock | 7.34% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 1.15% | |||
| Convertible | 0.00% | |||
| Other Net | 2.71% | |||
| Price History | LMOPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -5.22% | |||
| 30-Day Total Return | -0.80% | |||
| 60-Day Total Return | 12.24% | |||
| 90-Day Total Return | 18.52% | |||
| Year to Date Total Return | 5.89% | |||
| 1-Year Total Return | 27.16% | |||
| 2-Year Total Return | 42.01% | |||
| 3-Year Total Return | 60.50% | |||
| 5-Year Total Return | 56.30% | |||
| Price | LMOPX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LMOPX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $35.92 | |||
| 1-Month High NAV | $37.94 | |||
| 52-Week Low NAV | $25.91 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $37.94 | |||
| 52-Week High Price (Date) | Jul 23, 2025 | |||
| Beta / Standard Deviation | LMOPX-NASDAQ | Click to Compare |
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| Beta | 1.55 | |||
| Standard Deviation | 28.25 | |||
| Balance Sheet | LMOPX-NASDAQ | Click to Compare |
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| Total Assets | 1.58B | |||
| Operating Ratios | LMOPX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.52% | |||
| Turnover Ratio | 31.00% | |||
| Performance | LMOPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.86% | |||
| Last Bear Market Total Return | -29.60% | |||