Patient Opportunity Trust Class R
LMORX
NASDAQ
| Weiss Ratings | LMORX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | LMORX-NASDAQ | Click to Compare |
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| Provider | Patient Capital Management | |||
| Manager/Tenure (Years) | Samantha McLemore (18), Christina Malbon (3) | |||
| Website | http://www.patientcapitalmanagement.com | |||
| Fund Information | LMORX-NASDAQ | Click to Compare |
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| Fund Name | Patient Opportunity Trust Class R | |||
| Category | Mid-Cap Value | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 28, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LMORX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | LMORX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.09% | |||
| Asset Allocation | LMORX-NASDAQ | Click to Compare |
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| Cash | -0.81% | |||
| Stock | 97.53% | |||
| U.S. Stock | 91.44% | |||
| Non-U.S. Stock | 6.09% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.56% | |||
| Convertible | 0.00% | |||
| Other Net | 2.72% | |||
| Price History | LMORX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.69% | |||
| 30-Day Total Return | -4.24% | |||
| 60-Day Total Return | -6.84% | |||
| 90-Day Total Return | -6.79% | |||
| Year to Date Total Return | 9.91% | |||
| 1-Year Total Return | 17.47% | |||
| 2-Year Total Return | 45.79% | |||
| 3-Year Total Return | 111.25% | |||
| 5-Year Total Return | 38.61% | |||
| Price | LMORX-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 | LMORX-NASDAQ | Click to Compare |
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| Nav | $52.56 | |||
| 1-Month Low NAV | $52.35 | |||
| 1-Month High NAV | $54.86 | |||
| 52-Week Low NAV | $42.80 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $56.78 | |||
| 52-Week High Price (Date) | Sep 03, 2026 | |||
| Beta / Standard Deviation | LMORX-NASDAQ | Click to Compare |
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| Beta | 1.38 | |||
| Standard Deviation | 19.60 | |||
| Balance Sheet | LMORX-NASDAQ | Click to Compare |
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| Total Assets | 2.01B | |||
| Operating Ratios | LMORX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.94% | |||
| Turnover Ratio | 27.00% | |||
| Performance | LMORX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 46.66% | |||
| Last Bear Market Total Return | -29.52% | |||