Miller Investment Mutual Funds List
Here you can find all mutual funds issued by Miller Investment and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.98%
- Avg. 1 Year Return
- 12.91%
- Avg. 5 Year Return
- 3.55%
- Median Risk/Return Score
- 86 / 100
Miller Investment Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Miller Convertible Bond Fund | Convertible Bonds | Dec 26, 2007 | 0.97% | 7.80% | 5.75% | 4.51% | 81 | ||||||||
| Miller Intermediate Bond Fund | Corporate Bonds | Dec 31, 2014 | 0.99% | 5.09% | 5.20% | 3.97% | 91 |
Explore top Miller Investment Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Miller Investment Mutual funds by Risk/Return Score
The top Miller Investment Mutual funds by PortfoliosLab Risk/Return Score are MIFIX (91) and MCIFX (81).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Miller Intermediate Bond Fund | 91 | — | Dec 2014 | |
| Miller Convertible Bond Fund | 81 | — | Dec 2007 |
Best-Performing Miller Investment Mutual funds Over 5 Years
The top Miller Investment Mutual funds is MIFIX (3.80%).
Across the lineup, Miller Investment Mutual funds show an average 1-year return of 12.91% and an average 5-year return of 3.55%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Miller Intermediate Bond Fund | 3.80% | — | Dec 2014 | |
| Miller Convertible Bond Fund | 3.29% | — | Dec 2007 |
Lowest-Cost Miller Investment Mutual funds
The top Miller Investment Mutual funds is MCIFX (0.97%).
With an average expense ratio of 0.98%, Miller Investment Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Miller Convertible Bond Fund | 0.97% | — | Dec 2007 | |
| Miller Intermediate Bond Fund | 0.99% | — | Dec 2014 |
Highest-Yield Miller Investment Mutual funds
The top Miller Investment Mutual funds is MCIFX (4.51%).
Across the lineup, Miller Investment Mutual funds show an average dividend yield of 4.24%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Miller Convertible Bond Fund | 4.51% | — | Dec 2007 | |
| Miller Intermediate Bond Fund | 3.97% | — | Dec 2014 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.