Miller Income Fund (LMCLX) Alternatives
Miller Income Fund (LMCLX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LMCLX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LMCLX
LMCLX charges 0.96% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among LMCLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | LMCLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | LMCLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | LMCLX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | LMCLX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | LMCLX vs BWBIX |
Best Risk-Adjusted Alternatives to LMCLX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | LMCLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | LMCLX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | LMCLX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | LMCLX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | LMCLX vs PMAIX |
Top Performing LMCLX Alternatives (YTD)
LMCLX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | LMCLX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | LMCLX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | LMCLX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | LMCLX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | LMCLX vs CONWX |
Lowest Volatility Alternatives to LMCLX
LMCLX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | LMCLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | LMCLX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | LMCLX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | LMCLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | LMCLX vs SICIX |
Lowest Drawdown Alternatives to LMCLX
LMCLX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | LMCLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | LMCLX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | LMCLX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | LMCLX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | LMCLX vs SICIX |
Other Mutual Funds from Miller Value Funds
Most popular Miller Value Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Miller Opportunity Trust | Mid Cap Blend Equities | 41 | -10.59% | Dec 30, 1999 | LMCLX vs LMOPX |
Often Compared With LMCLX
What investors most often compare with LMCLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Information Technology Sector UCIT... | Technology Equities, S&P 500 | 43 | -10.43% | Nov 20, 2015 | LMCLX vs QDVE.DE | |
| Lockheed Martin Corporation | 82 | 25.62% | — | LMCLX vs LMT |
Compare LMCLX with Any Fund or Stock
Compare LMCLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.