LMCMX Mutual Fund

LMCMX Mutual Fund (Miller Income Fund Class IS) is managed by Miller Value Funds with $89.5M in net assets. LMCMX expense ratio is 0.98%, holding 41 positions across sectors including Financials, Industrials, Energy. Inception date: 2014-02-28.

LMCMX performance shows a YTD return of 9.76%. The 1-year return is 13.62% and the 5-year return is 7.75%. LMCMX dividend yield stands at 4.26%, paid quarterly.

LMCMX 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 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.