LMCMX Mutual Fund

LMCMX Mutual Fund (Miller Income Fund Class IS) is managed by Miller Value Funds with $91.6M in net assets. LMCMX expense ratio is 0.98%, holding 40 positions across sectors including Financials, Energy, Information Technology. Inception date: 2014-02-28.

LMCMX performance shows a YTD return of 15.22%. The 1-year return is 20.76% and the 5-year return is 7.49%. LMCMX dividend yield stands at 4.06%, paid quarterly.

LMCMX top holdings include Crescent Energ-A (7.1%), Viatris Inc. (6.1%), Lincoln National Corp. (5.5%), Hoegh Autoliners Asa (5.4%), Consolidated-tomoka Land Co. (cto) (5.0%). Go to all LMCMX holdings, LMCMX sectors, or LMCMX dividends.

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