LMCKX Mutual Fund

LMCKX Mutual Fund

NAV$9.59
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Fund Essentials

Net Assets
$233,361.58
Expense Ratio
1.37%
Dividend Yield (Current)
4.18%
Holdings
41
Inception Date
Feb 28, 2014
Fund Family
Miller Value Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+1.96%
1 Year+8.62%
3 Year+14.71%
5 Year+8.74%
10 Year+10.05%

Asset Allocation

Stocks: 90.04%
Bonds: 9.56%
Cash: 0.39%
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Dividend Summary

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Dividend Yield (Current)
4.18%
Frequency
Quarterly
Latest Distribution
$0.10
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LMCKX Mutual Fund Overview

LMCKX Mutual Fund (Miller Income Fund Class FI) is managed by Miller Value Funds with $233,361.58 in net assets. LMCKX expense ratio is 1.37%, holding 41 positions across various sectors. Inception date: 2014-02-28.

LMCKX performance shows a YTD return of 1.96%. The 1-year return is 8.62% and the 5-year return is 8.74%. LMCKX dividend yield stands at 4.18%, paid quarterly.

LMCKX top holdings include a diversified portfolio. Go to all LMCKX holdings, LMCKX sectors, or LMCKX dividends.

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