LMCLX Mutual Fund

LMCLX Mutual Fund (Miller Income Fund Class I) is managed by Miller Value Funds with $59.7M in net assets. LMCLX expense ratio is 1.05%, holding 41 positions across sectors including Financials, Industrials, Energy. Inception date: 2014-02-28.

LMCLX performance shows a YTD return of 9.78%. The 1-year return is 13.61% and the 5-year return is 7.71%. LMCLX dividend yield stands at 4.17%, paid quarterly.

LMCLX 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 LMCLX holdings, LMCLX sectors, or LMCLX dividends.

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