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Patient Opportunity A (LGOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.350.00 (0.00%)
At close: 08:00PM EDT

Patient Opportunity A

Milwaukee, WI 53202

615 East Michigan Street

414-287-3700
Management information
,Lead manager since 29 April 2023
Christina Malbon, CFA, was named Assistant Portfolio Manager of Opportunity Trust in 2023 and has served as a Senior Research Analyst of the Fund since 2013. Ms. Malbon has worked on the Opportunity strategy since starting with the Adviser in 2013, working closely with Samantha McLemore in supporting portfolio investment decisions, research, and trading activities.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Blend
Fund familyPatient Capital Management
Net assets1.4B
YTD return6.06%
Yield0.00%
Morningstar rating★
Inception date2 Feb 2009

Fund operations

Last dividend0.06
Last cap gain-41.00
Holdings turnover40.00%
Average for categoryN/A

Fees and expenses

ExpenseLGOAXCategory average
Annual report expense ratio (net)2.11%0.94%
Prospectus net expense ratio2.11%N/A
Prospectus gross expense ratio2.12%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A