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 (17), Christina Malbon (2) | |||
| 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) | 1.42% | |||
| Asset Allocation | LMORX-NASDAQ | Click to Compare |
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| Cash | 0.07% | |||
| Stock | 97.35% | |||
| U.S. Stock | 89.88% | |||
| Non-U.S. Stock | 7.47% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 2.57% | |||
| Price History | LMORX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.07% | |||
| 30-Day Total Return | -2.50% | |||
| 60-Day Total Return | -7.67% | |||
| 90-Day Total Return | -6.70% | |||
| Year to Date Total Return | -5.41% | |||
| 1-Year Total Return | 42.45% | |||
| 2-Year Total Return | 37.93% | |||
| 3-Year Total Return | 91.65% | |||
| 5-Year Total Return | 9.38% | |||
| 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 | $45.23 | |||
| 1-Month Low NAV | $42.80 | |||
| 1-Month High NAV | $47.20 | |||
| 52-Week Low NAV | $28.92 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $50.88 | |||
| 52-Week High Price (Date) | Jan 09, 2026 | |||
| Beta / Standard Deviation | LMORX-NASDAQ | Click to Compare |
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| Beta | 1.59 | |||
| Standard Deviation | 21.86 | |||
| Balance Sheet | LMORX-NASDAQ | Click to Compare |
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| Total Assets | 1.84B | |||
| Operating Ratios | LMORX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.01% | |||
| Turnover Ratio | 27.00% | |||
| Performance | LMORX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.20% | |||
| Last Bear Market Total Return | -29.52% | |||