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Opportunity Trust - Class R: (MF: LMORX)
(NASDAQ Mutual Funds) As of Aug 13, 2025 08:00 PM ET
$42.28 USD
+0.84 (2.03%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.51 | 58 |
| 3 months | 15.43 | 27 |
| 6 months | 4.51 | 58 |
| 1 Year | 19.83 | 11 |
| 3 Year | 21.24 | 23 |
| 5 Year | 11.60 | 75 |
| 10 Year | 7.99 | 80 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -76.43 |
| Bull Market (2/09 - 3/21) | 1,023.71 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 19.83 |
| 5 Year | 11.60 |
| 10 Year | 7.99 |
| Since Inception | 5.96 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.45 | 15.43 | NA | NA |
| 2024 | 11.95 | -1.82 | 5.78 | 8.37 |
| 2023 | 10.13 | 13.55 | -5.83 | 17.92 |
| 2022 | -7.10 | -29.52 | -4.42 | 1.96 |
| 2021 | 16.52 | 4.07 | -14.18 | -7.25 |
| 2020 | -39.01 | 47.41 | 13.32 | 35.67 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.51 | 26.01 | 38.86 | -36.20 | -3.48 | 38.21 | 33.56 | -10.04 | 25.55 | -0.57 | 0.15 |
| % Total Return Rel to Index | -1.68 | 0.99 | 12.62 | -18.00 | -32.16 | 19.81 | 2.07 | -5.65 | 3.75 | -12.50 | -1.23 |
| % Total Return Rel to Peer | -0.62 | 6.62 | 15.86 | -16.50 | -25.54 | 18.29 | 5.14 | -3.18 | 4.87 | -8.39 | 1.75 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 2.00 | 4.00 | 2.00 | 5.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 2.01 | 2.37 | 1.76 | 1.47 | 1.53 | 1.76 | 1.67 | 1.66 | 1.66 | 1.52 |
* 1 = Top 20%, 5 = Bottom 20%