Miller Value Funds Mutual Funds List
Here you can find all mutual funds issued by Miller Value Funds 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
- 1.46%
- Avg. 1 Year Return
- 32.65%
- Avg. 5 Year Return
- 4.71%
- Median Risk/Return Score
- 39 / 100
Miller Value Funds 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 Income Fund | Diversified Portfolio | Feb 27, 2014 | 0.96% | 6.84% | 9.45% | 3.36% | 28 | ||||||||
| Miller Opportunity Trust | Mid Cap Blend Equities | Dec 30, 1999 | 1.95% | 8.03% | 12.83% | 0.00% | 49 |
Explore top Miller Value Funds 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.
Loading charts...
5 Years
Best Miller Value Funds Mutual funds by Risk/Return Score
The top Miller Value Funds Mutual funds by PortfoliosLab Risk/Return Score are LMOPX (49) and LMCLX (28).
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 Opportunity Trust | 49 | — | Dec 1999 | |
| Miller Income Fund | 28 | — | Feb 2014 |
Best-Performing Miller Value Funds Mutual funds Over 5 Years
The top Miller Value Funds Mutual funds is LMCLX (6.18%).
Across the lineup, Miller Value Funds Mutual funds show an average 1-year return of 32.65% and an average 5-year return of 4.71%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Miller Income Fund | 6.18% | — | Feb 2014 | |
| Miller Opportunity Trust | 3.25% | — | Dec 1999 |
Lowest-Cost Miller Value Funds Mutual funds
The top Miller Value Funds Mutual funds is LMCLX (0.96%).
With an average expense ratio of 1.46%, Miller Value Funds 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 Income Fund | 0.96% | — | Feb 2014 | |
| Miller Opportunity Trust | 1.95% | — | Dec 1999 |
Highest-Yield Miller Value Funds Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Miller Income Fund | 3.36% | — | Feb 2014 | |
| Miller Opportunity Trust | 0.00% | — | Dec 1999 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.