Miller Value Mutual Funds List
Here you can find all mutual funds issued by Miller Value 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
- 21.63%
- Avg. 5 Year Return
- 5.81%
- Median Risk/Return Score
- 40 / 100
Miller Value Mutual Funds List
1 result
| 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 Opportunity Trust | Mid Cap Blend Equities | Dec 30, 1999 | 1.95% | 10.07% | 12.99% | 0.00% | 44 |
Explore top Miller Value 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 Value Mutual funds by Risk/Return Score
The top Miller Value Mutual funds by PortfoliosLab Risk/Return Score are LMOPX (44) and LMCLX (37).
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 | 44 | — | Dec 1999 | |
| Miller Income Fund | 37 | — | Feb 2014 |
Best-Performing Miller Value Mutual funds Over 5 Years
The top Miller Value Mutual funds is LMCLX (6.39%).
Across the lineup, Miller Value Mutual funds show an average 1-year return of 21.63% and an average 5-year return of 5.81%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Miller Income Fund | 6.39% | — | Feb 2014 | |
| Miller Opportunity Trust | 5.22% | — | Dec 1999 |
Lowest-Cost Miller Value Mutual funds
The top Miller Value Mutual funds is LMCLX (0.96%).
With an average expense ratio of 1.46%, Miller Value 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 Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Miller Income Fund | 2.95% | — | Feb 2014 | |
| Miller Opportunity Trust | 0.00% | — | Dec 1999 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.