LMCMX Mutual Fund

LMCMX Mutual Fund (Miller Income Fund Class IS) is managed by Miller Value Funds with $93.3M in net assets. LMCMX expense ratio is 0.98%, holding 41 positions across sectors including Financials, Energy, Industrials. Inception date: 2014-02-28.

LMCMX performance shows a YTD return of 12.66%. The 1-year return is 18.94% and the 5-year return is 7.38%. LMCMX dividend yield stands at 4.02%, paid quarterly.

LMCMX 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 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.