Miller Income Fund Quote
| LMCLX Fund | USD 8.42 0.11 1.32% |
PerformanceVery Weak
| Odds Of DistressLow
|
Miller Income is trading at 8.42 as of the 19th of March 2025; that is 1.32 percent increase since the beginning of the trading day. The fund's open price was 8.31. Miller Income has about a 21 % 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 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
Under normal market conditions, the fund will invest without limit primarily in cash distributing equity, and equity-like securities, fixed income securities, derivatives, and other financial instruments of issuers located anywhere in the world. It can invest without limit in foreign securities in any country, including countries with developing or emerging markets. More on Miller Income Fund
Moving together with Miller Mutual Fund
Miller Mutual Fund Highlights
| Fund Concentration | Miller Value Funds, Large Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Miller Value Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Miller Income Fund [LMCLX] is traded in USA and was established 19th of March 2025. Miller Income is listed under Miller Value Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Miller Value Funds family. This fund now has accumulated 141.18 M in assets with minimum initial investment of 1000 K. Miller Income is currently producing year-to-date (YTD) return of 0.23% with the current yeild of 0.05%, while the total return for the last 3 years was 8.27%.
Check Miller Income 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 Income 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 Miller Income Fund Mutual Fund Constituents
| NCMI | National CineMedia | Stock | Communication Services | |
| CIM | Chimera Investment | Stock | Financials | |
| FUN | Six Flags Entertainment | Stock | Consumer Discretionary | |
| OMF | OneMain Holdings | Stock | Financials | |
| OCSL | Oaktree Specialty Lending | Stock | Financials | |
| NGL | NGL Energy Partners | Stock | Energy | |
| HRB | HR Block | Stock | Consumer Discretionary | |
| GEO | Geo Group | Stock | Industrials |
Miller Income Risk Profiles
| Mean Deviation | 0.8153 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 | |||
| Risk Adjusted Performance | (0.10) |
Miller Income Against Markets
Other Information on Investing in Miller Mutual Fund
Miller Income 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 Income security.
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