LCMNX Mutual Fund

LCMNX Mutual Fund (Miller Income Fund Class C) is managed by Miller Value Funds with $10.8M in net assets. LCMNX expense ratio is 2.05%, holding 41 positions across sectors including Financials, Industrials, Energy. Inception date: 2014-02-28.

LCMNX performance shows a YTD return of 8.90%. The 1-year return is 12.36% and the 5-year return is 6.61%. LCMNX dividend yield stands at 3.08%, paid quarterly.

LCMNX top holdings include Bread Financial Holdings, Inc. (6.8%), Viatris (5.7%), CTO Realty Growth, Inc. (5.4%), United Parcel Service, Inc (5.4%), Ituran Location And Control Ltd. (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.