LMCLX Mutual Fund
LMCLX Mutual Fund
Miller Income Fund Class I

LMCLX Mutual Fund Overview
LMCLX Mutual Fund (Miller Income Fund Class I) is managed by Miller Value Funds with $58.6M in net assets. LMCLX expense ratio is 1.05%, holding 41 positions across sectors including Financials, Energy, Unknown. Inception date: 2014-02-28.
LMCLX performance shows a YTD return of 8.33%. The 1-year return is 13.93% and the 5-year return is 5.69%. LMCLX dividend yield stands at 4.20%, paid quarterly.
LMCLX top holdings include Ituran Location And Control Ltd. (5.8%), CRESCENT ENERGY INC-A (5.4%), United Parcel Service, Inc (5.0%), Verizon Communications Inc Vz (4.9%), Viatris Inc. (4.9%). View all LMCLX holdings, sector breakdown, or dividend history.
LMCLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMCLX alternatives are available via the screener, along with tax-loss harvesting opportunities.