Miller Opportunity Trust Fund Quote
| LGOAX Fund | USD 36.31 0.03 0.08% |
PerformanceVery Weak
| Odds Of DistressLow
|
Miller Opportunity is trading at 36.31 as of the 22nd of March 2025; that is 0.08% down since the beginning of the trading day. The fund's open price was 36.34. Miller 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally makes investments that, in the portfolio managers opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. More on Miller Opportunity Trust
Moving together with Miller Mutual Fund
Miller Mutual Fund Highlights
| Fund Concentration | Miller Value Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Miller Value Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Miller Opportunity Trust [LGOAX] is traded in USA and was established 22nd of March 2025. Miller Opportunity is listed under Miller Value Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Miller Value Funds family. This fund now has accumulated 1.17 B in assets with no minimum investment requirementsMiller Opportunity Trust is currently producing year-to-date (YTD) return of 0.6% with the current yeild of 0.0%, while the total return for the last 3 years was 9.11%.
Check Miller 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 Miller 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 Miller 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 Miller Opportunity Trust 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 Miller Opportunity Trust Mutual Fund Constituents
| RH | RH | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| AAL | American Airlines Group | Stock | Industrials | |
| VRM | Vroom, Common Stock | Pink Sheet | Consumer Discretionary | |
| FANG | Diamondback Energy | Stock | Energy | |
| UAL | United Airlines Holdings | Stock | Industrials | |
| W | Wayfair | Stock | Consumer Discretionary | |
| MAT | Mattel Inc | Stock | Consumer Discretionary |
Miller Opportunity Trust Risk Profiles
| Mean Deviation | 1.14 | |||
| Standard Deviation | 1.49 | |||
| Variance | 2.23 | |||
| Risk Adjusted Performance | (0.05) |
Miller Opportunity Against Markets
Other Information on Investing in Miller Mutual Fund
Miller Opportunity financial ratios help investors to determine whether Miller 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 Miller with respect to the benefits of owning Miller Opportunity security.
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