LMCMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Miller Income IS (LMCMX) Ownership - Who owns Miller Income IS?

The investment seeks to provide a high level of income while maintaining the potential for growth... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

LMCMX

Net Assets

149M

Fund Existence

about 11 years

Turnover

41.00

Total Expense Ratio

0.93

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.05

Assets in Top Ten Holdings

81.3M

Average Credit Quality

N/A

Average Effective Duration

2.40

Average Effective Maturity

3.60

Fund of Funds

Fund Share Class Net Assets

66.1M

Fund Type

OpenEnd

Index Fund

Management Fee

0.70

Modified Duration

2.77

No Load Fund

Yes

Number of Long Holdings

35.00

Number of Net Holdings

35.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

52.50%

Gain YTD

-10.604

Annual Yield % from dividends

5.62

Returns for 1 year

6.51

Returns for 3 years

15.69

Returns for 5 years

90.20

Returns for 10 years

37.42

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details