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Opportunity Trust - Class C: (MF: LMOPX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$35.19 USD
+0.23 (0.66%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.92 | 96 |
| 3 months | -6.36 | 97 |
| 6 months | -9.97 | 90 |
| 1 Year | 7.70 | 63 |
| 3 Year | 9.26 | 61 |
| 5 Year | 10.95 | 76 |
| 10 Year | 6.25 | 90 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 201.62 |
| Bear Market (10/07 - 2/09) | -76.57 |
| Bull Market (2/09 - 3/21) | 951.70 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 0.38 |
| 5 Year | 16.59 |
| 10 Year | 6.18 |
| Since Inception | 6.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.56 | NA | NA | NA |
| 2024 | 11.84 | -1.92 | 5.61 | 8.23 |
| 2023 | 10.00 | 13.38 | -6.00 | 17.80 |
| 2022 | -7.22 | -29.60 | -4.59 | 1.80 |
| 2021 | 16.38 | 3.91 | -14.26 | -7.35 |
| 2020 | -39.08 | 47.21 | 13.17 | 35.53 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.92 | 25.39 | 38.10 | -36.57 | -3.94 | 37.55 | 32.93 | -10.46 | 25.00 | -1.04 | -0.21 |
| % Total Return Rel to Index | -6.98 | 0.37 | 11.85 | -18.36 | -32.63 | 19.15 | 1.44 | -6.07 | 3.20 | -12.97 | -1.60 |
| % Total Return Rel to Peer | -6.32 | 6.00 | 15.10 | -16.87 | -26.00 | 17.63 | 4.51 | -3.60 | 4.32 | -8.86 | 1.38 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 4.00 | 2.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 2.81 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 2.52 | 2.87 | 2.26 | 1.95 | 2.03 | 2.22 | 2.13 | 2.11 | 2.09 | 1.95 |
* 1 = Top 20%, 5 = Bottom 20%