Patient Opportunity TrustLMOPX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.7B
Expense ratio
2.44%
1-year return
+31.1%
3 years, a year
—
5 years, a year
—
Holdings
36
What it aims to do.
The Patient Opportunity Trust (the Fund) seeks long term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Royalty Pharma PLC | 6.91% |
| C Citigroup Inc | 6.54% |
| GOOGL Alphabet Inc | 6.30% |
| QXO QXO Inc | 5.59% |
| AMZN Amazon.com Inc | 5.46% |
| NVDA NVIDIA Corp | 5.03% |
| UNH UnitedHealth Group Inc | 4.68% |
| ET Energy Transfer LP | 4.67% |
| PPLI IAC Inc | 4.15% |
| Norwegian Cruise Line Holdings | 4.09% |
More on LMOPX.
- LMOPX overview
- LMOPX holdings
- LMOPX risk
- LMOPX costs
- LMOPX money in and out
- LMOPX share classes
- Compare LMOPX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.