LMCJX Mutual Fund

LMCJX Mutual Fund (Miller Income Fund Class A) is managed by Miller Value Funds with $19.4M in net assets. LMCJX expense ratio is 1.33%, holding 41 positions across sectors including Financials, Industrials, Energy. Inception date: 2014-02-28.

LMCJX performance shows a YTD return of 9.62%. The 1-year return is 13.32% and the 5-year return is 7.40%. LMCJX dividend yield stands at 3.87%, paid quarterly.

LMCJX 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 LMCJX holdings, LMCJX sectors, or LMCJX dividends.

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