LCMNX Mutual Fund

LCMNX Mutual Fund (Miller Income Fund Class C) is managed by Miller Value Funds with $12.1M in net assets. LCMNX expense ratio is 2.05%, holding 41 positions across sectors including Financials, Energy, Industrials. Inception date: 2014-02-28.

LCMNX performance shows a YTD return of 11.94%. The 1-year return is 17.62% and the 5-year return is 6.21%. LCMNX dividend yield stands at 2.67%, paid quarterly.

LCMNX top holdings include Ituran Location And Control Ltd. (5.8%), Crescent Energ-A (5.4%), United Parcel Service, Inc (5.0%), Verizon Communic (4.9%), Viatris Inc. (4.9%). Go to all LCMNX holdings, LCMNX sectors, or LCMNX dividends.

LCMNX can be compared against other funds. Use LCMNX overlap to find shared positions, or LCMNX vs another fund for a side-by-side view. LCMNX alternatives are available via the screener, along with tax-loss harvesting opportunities.