Miller Opportunity Trust (LMOPX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LMOPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LMOPX
LMOPX charges 1.95% annually. There are 125 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | LMOPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | LMOPX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | LMOPX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | LMOPX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | LMOPX vs VEMPX |
Best Risk-Adjusted Alternatives to LMOPX
LMOPX has a PortfoliosLab risk / return rank of 35. There are 82 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | LMOPX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | LMOPX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | LMOPX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | LMOPX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | LMOPX vs FZAMX |
Top Performing LMOPX Alternatives (YTD)
LMOPX is at 11.31% YTD. There are 99 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | LMOPX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | LMOPX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | LMOPX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | LMOPX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | LMOPX vs FZAMX |
Lowest Volatility Alternatives to LMOPX
LMOPX has 21.26% 1-year volatility. There are 120 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | LMOPX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | LMOPX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | LMOPX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | LMOPX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | LMOPX vs RSINX |
Lowest Drawdown Alternatives to LMOPX
LMOPX has a 1-year max drawdown of -15.96%. There are 125 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | LMOPX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | LMOPX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | LMOPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | LMOPX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | LMOPX vs DNLDX |
Other Mutual Funds from Miller Value Funds
The 1 most viewed Miller Value Funds mutual funds shown here include LMCLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Miller Income Fund | Diversified Portfolio | 15 | 6.09% | — | Feb 2014 | LMOPX vs LMCLX |
Often Compared With LMOPX
Investors most often compare LMOPX with ATGAX, AVEMX, KMVAX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare LMOPX with Any Fund or Stock
Compare LMOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LMOPX with funds that move differently
Miller Opportunity Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LMOPX.
Explore LMOPX Diversifiers