Lord Asset Management Trust - Thomas White American Opportunities Fund(NASDAQMUTFUND) TWAOX

The Thomas White American Opportunities Fund Investor Class focuses on investing at least 80% of its net assets in U.S. companies, primarily targeting mid-sized and smaller enterprises. This strategy aims to capitalize on the growth potential of these companies, which often exhibit greater price volatility compared to larger corporations.

Products and Services

• Investment in U.S. mid-sized and smaller companies
• Equity holdings including common shares, preferred shares, and convertible securities
• Focus on growth-oriented investment strategies

Growth Outlook

• Targeting mid and small-cap companies for higher growth potential
• Investment strategy aligns with U.S. economic recovery trends
• Focus on sectors poised for expansion in the current market environment

Financial Highlights

• Market capitalization of approximately $21.85 million
• Recent stock price range between $9.0255 and $16.98
• Dividend yield remains competitive, reflecting commitment to returns

The Thomas White American Opportunities Fund Investor Class is positioned to leverage the growth potential of mid-sized and smaller U.S. companies. By focusing on equity holdings in these sectors, the fund aims to provide investors with opportunities for capital appreciation. The recent market capitalization indicates a solid foundation, while the stock price range reflects the inherent volatility and growth potential of the targeted investment strategy. The commitment to a competitive dividend yield further underscores the fund's focus on delivering value to investors.