Ls Opportunity FundLSOFX
Type
Mutual fund
Peer group
Alternative
Net assets
$94.9M
Expense ratio
2.69%
1-year return
+2.6%
3 years, a year
+7.0%
5 years, a year
+5.9%
Holdings
73
What it aims to do.
LS Opportunity Fund (the ?Fund?) seeks to generate long-term capital appreciation over a full market cycle of two to ten years by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with generally less net exposure than that of the stock market.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Short-Term Invts T | 5.90% |
| Fairfax Financial Holdings Limited | 4.90% |
| JNJ Johnson & Johnson | 3.67% |
| AEM Agnico Eagle Mines Ltd | 3.27% |
| GL Globe Life Inc | 3.21% |
| ETN Eaton Corporation PLC | 3.17% |
| MRK Merck & Co., Inc | 3.00% |
| GOOGL Alphabet Inc. | 2.96% |
| PRI Primerica, Inc. | 2.86% |
| Cboe Global Markets Inc | 2.84% |
More on LSOFX.
- LSOFX overview
- LSOFX holdings
- LSOFX risk
- LSOFX costs
- LSOFX money in and out
- LSOFX share classes
- Compare LSOFX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.