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Opportunity Trust - Class C: (MF: LMOPX)
(NASDAQ Mutual Funds) As of Dec 18, 2025 05:34 PM ET
$42.54 USD
+0.51 (1.21%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 1999 and is managed by Legg Mason Funds Management. The fund seeks long-term growth of capital. To pursue this objective, the fund invests majority of its assets in the common stock of U.S. issuers. The fund may also invest in the common stock of foreign issuers and in other U.S. and foreign securities, including securities convertible into common stock, debt securities, futures, options, derivatives, and other instruments. The fund offers dividends and capital gains both annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Patient Opportunity Trust C | LMOPX | NA | NA | 1.00 | 1.00 | 0.77 | 2.47 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Legg Mason Cap Mgmt Opp Tr C | LMOPX | 42.54 | 12/31/1999 | 0.00 | 17.71 | 23.22 | 7.33 |
| Legg Mason Cap Mgmt Opp Tr R | LMORX | 47.67 | 11/20/2006 | 0.00 | 18.29 | 23.88 | 7.88 |
| Legg Mason Cap Mgmt Opp Tr FI | LMOFX | 50.02 | 2/12/2004 | 0.00 | 18.53 | 24.12 | 8.09 |
| Legg Mason Cap Mgmt Opp Tr Inst | LMNOX | 53.96 | 2/12/2004 | 0.17 | 18.93 | 24.50 | 8.43 |
| Legg Mason Cap Mgmt Opp Tr A | LGOAX | 48.38 | 2/4/2009 | 0.04 | 18.60 | 24.18 | 8.16 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Patient Opportunity Trust C | LMOPX | 1000 | 50 | 250 | A |
Contact Information
| Family | Miller Value |
| Address | 50 S. Lemon Avenue, #302 Sarasota, FL 34236 |
| Phone | 888 593-5110 |