Ls Opportunity Fund Quote
| LSOFX Fund | USD 18.32 0.04 0.22% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ls Opportunity is trading at 18.32 as of the 17th of February 2025; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 18.36. Ls Opportunity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of January 2025 and ending today, the 17th of February 2025. Click here to learn more.
The fund will employ a research-driven, bottom-up stock selection process on both the long and short side. The advisor generally intends to take positions in equity securities, including common and preferred stocks and securities convertible into equity securities, and in other investment companies. More on Ls Opportunity Fund
Moving together with LSOFX Mutual Fund
Moving against LSOFX Mutual Fund
LSOFX Mutual Fund Highlights
| Fund Concentration | Long Short Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Long Short, Large, Long-Short Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of September 2022 |
| Fiscal Year End | May |
Ls Opportunity Fund [LSOFX] is traded in USA and was established 17th of February 2025. Ls Opportunity is listed under Long Short category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Long Short family. This fund now has accumulated 151.28 M in assets with minimum initial investment of 5 K. Ls Opportunity is currently producing year-to-date (YTD) return of 0.77% with the current yeild of 0.01%, while the total return for the last 3 years was 6.17%.
Check Ls Opportunity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on LSOFX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding LSOFX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ls Opportunity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ls Opportunity Fund Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| IYH | iShares Healthcare ETF | Etf | Health | |
| MSFT | Microsoft | Stock | Information Technology | |
| IVV | iShares Core SP | Etf | Large Blend | |
| AJG | Arthur J Gallagher | Stock | Financials | |
| C | Citigroup | Stock | Financials | |
| FHN | First Horizon National | Stock | Financials |
Ls Opportunity Top Holders
| CGHIX | Crow Point Defined | Mutual Fund | Tactical Allocation |
Ls Opportunity Risk Profiles
| Mean Deviation | 0.3331 | |||
| Standard Deviation | 0.4233 | |||
| Variance | 0.1792 | |||
| Risk Adjusted Performance | (0.10) |
Ls Opportunity Against Markets
Other Information on Investing in LSOFX Mutual Fund
Ls Opportunity financial ratios help investors to determine whether LSOFX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in LSOFX with respect to the benefits of owning Ls Opportunity security.
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