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Opportunity Trust - Class I: (MF: LMNOX)

(NASDAQ Mutual Funds) As of Dec 18, 2025 05:34 PM ET

$53.85 USD

+0.56 (1.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Zacks Premium Research for LMNOX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Patient Opportunity Trust I LMNOX NA NA 0.00 0.00 0.77 1.42

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Legg Mason Cap Mgmt Opp Tr C LMOPX 42.57 12/31/1999 0.00 17.71 23.22 7.33
Legg Mason Cap Mgmt Opp Tr R LMORX 47.67 11/20/2006 0.00 18.29 23.88 7.88
Legg Mason Cap Mgmt Opp Tr FI LMOFX 50.02 2/12/2004 0.00 18.53 24.12 8.09
Legg Mason Cap Mgmt Opp Tr Inst LMNOX 53.85 2/12/2004 0.17 18.93 24.50 8.43
Legg Mason Cap Mgmt Opp Tr A LGOAX 48.38 2/4/2009 0.04 18.60 24.18 8.16

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Patient Opportunity Trust I LMNOX 1000000 0 1000000 A

Contact Information

Family Miller Value
Address 50 S. Lemon Avenue, #302
Sarasota, FL 34236
Phone 888 593-5110