Patient Opportunity Trust

Shareclass

Patient Opportunity C (LMOPX)

Type

Open-end mutual fund

Manager

Patient Capital Management

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

79.9

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 514 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Biogen Inc
2.89% of assets
$49.7M invested
2. UBS Group AG
2.82% of assets
$48.51M invested
3. Citigroup Inc
4.91% of assets
$84.47M invested
4. Illumina Inc
2.52% of assets
$43.43M invested
5. General Motors Co
3.71% of assets
$63.92M invested
6. Expedia Group Inc
3.52% of assets
$60.56M invested
7. Meta Platforms Inc Class A
3.91% of assets
$67.33M invested
8. Crocs Inc
2.23% of assets
$38.34M invested
9. Alphabet Inc Class A
5.22% of assets
$89.92M invested
10. Amazon.com Inc
6.18% of assets
$106.4M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Seadrill Ltd
2.94% of assets
$50.61M invested
2. Coinbase Global Inc Ordinary Shares - Class A
2.31% of assets
$39.73M invested
3. SoFi Technologies Inc Ordinary Shares
2.95% of assets
$50.82M invested
4. Peloton Interactive Inc
1.47% of assets
$25.23M invested
5. Mattel Inc
2.06% of assets
$35.46M invested
6. Delta Air Lines Inc
2.46% of assets
$42.35M invested
7. Expand Energy Corp Ordinary Shares - New
1.07% of assets
$18.42M invested
8. OneMain Holdings Inc
2.95% of assets
$50.83M invested
9. United Airlines Holdings Inc
3.1% of assets
$53.41M invested
10. NVIDIA Corp
3.9% of assets
$67.15M invested

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Financial performance

Performance data provided by

Find more financial data on LMOPX at Morningstar.com

Gender Equality and Returns

Returns chart for Patient Opportunity Trust

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

LMOPX

Patient Opportunity Trust

Family

Patient Capital Management

Category

Mid-Cap Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.28% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LMOPX

Patient Opportunity Trust

Family

Patient Capital Management

Category

Mid-Cap Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.28% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LMOPX

Patient Opportunity Trust

Family

Patient Capital Management

Category

Mid-Cap Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

6.28% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
LMOPX - Patient Opportunity Trust

1.39%

2.3%

17%

6.18%

55 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-6.82%

-6.73%

-1.96%

-6.28%

Same

Find more financial data on LMOPX at Morningstar.com

What's next?

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