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Opportunity Trust - Class R: (MF: LMORX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:04 PM ET

$45.23 USD

-0.17 (-0.37%)

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      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -0.56 68
3 months 2.25 44
6 months 6.56 42
1 Year 25.63 6
3 Year 24.25 13
5 Year 3.23 90
10 Year 12.99 50

* 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) 1,299.36

Load Adjusted Returns as of Feb 28, 2026

1 Year 27.04
5 Year 6.48
10 Year 10.99
Since Inception 6.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.45 15.43 14.43 6.22
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.5627.0426.0138.86-36.20-3.4838.2133.56-10.0425.55-0.57
% Total Return Rel to Index 0.998.820.9912.62-18.00-32.1619.812.07-5.653.75-12.50
% Total Return Rel to Peer 0.9114.336.6215.86-16.50-25.5418.295.14-3.184.87-8.39
% Perf Quintile vs Peer* 2.001.000.001.005.005.001.002.004.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.002.810.440.000.000.000.000.00
Expense Ratio 0.001.952.012.371.761.471.531.761.671.661.66

* 1 = Top 20%, 5 = Bottom 20%