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Opportunity Trust - Class R: (MF: LMORX)
(NASDAQ Mutual Funds) As of Aug 13, 2025 08:00 PM ET
$42.28 USD
+0.84 (2.03%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Patient Opportunity Trust R | LMORX | NA | NA | 0.00 | 0.50 | 0.77 | 2.01 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Legg Mason Cap Mgmt Opp Tr C | LMOPX | 36.55 | 12/31/1999 | 0.00 | 19.19 | 20.59 | 11.03 |
| Legg Mason Cap Mgmt Opp Tr FI | LMOFX | 42.08 | 2/12/2004 | 0.00 | 20.05 | 21.47 | 11.81 |
| Legg Mason Cap Mgmt Opp Tr Inst | LMNOX | 45.95 | 2/12/2004 | 0.21 | 20.45 | 21.86 | 12.16 |
| Legg Mason Cap Mgmt Opp Tr R | LMORX | 42.28 | 11/20/2006 | 0.00 | 19.83 | 21.24 | 11.60 |
| Legg Mason Cap Mgmt Opp Tr A | LGOAX | 42.08 | 2/4/2009 | 0.05 | 20.11 | 21.54 | 11.88 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Patient Opportunity Trust R | LMORX | 0 | 0 | 0 | A |
Contact Information
| Family | Miller Value |
| Address | 50 S. Lemon Avenue, #302 Sarasota, FL 34236 |
| Phone | 888 593-5110 |