Patient Opportunity Trust Class C LMOPX Strategy
Strategy
The investment seeks long term growth of capital. The fund normally makes investments that, in the portfolio managers' opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10% of the fund's net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
LMOFX
| Patient Opportunity Trust Class FI | No Load | Open | $10.30M | 1.280% | High | $0 | −$1.23M | |||
LMNOX
| Patient Opportunity Trust Class I | Institutional | Open | $1.03B | 0.930% | Above Average | $1M | −$30.55M | |||
MVISX
| Patient Opportunity Trust Class IS | Institutional | Open | $6.64M | 0.880% | Above Average | $1M | $2.70M | |||
LGOAX
| Patient Opportunity Trust Class A | Front Load | Open | $966.21M | 1.230% | Above Average | $1,000 | −$58.62M | |||
LMOPX
| Patient Opportunity Trust Class C | Level Load | Open | $57.73M | 1.970% | Above Average | $1,000 | −$19.07M | |||
LMORX
| Patient Opportunity Trust Class R | Retirement, Medium | Open | $4.32M | 1.470% | High | $0 | −$447,244.57 |