Miller Opportunity Trust (LMOPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LMOPX
LMOPX charges 1.95% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among LMOPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | LMOPX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | LMOPX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | LMOPX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | LMOPX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | LMOPX vs VEMPX |
Best Risk-Adjusted Alternatives to LMOPX
Among mutual funds in the Mid Cap Blend Equities 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | LMOPX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | LMOPX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | LMOPX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | LMOPX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | LMOPX vs BIGTX |
Top Performing LMOPX Alternatives (YTD)
LMOPX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | LMOPX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | LMOPX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | LMOPX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | LMOPX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | LMOPX vs FTSIX |
Lowest Volatility Alternatives to LMOPX
LMOPX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | LMOPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | LMOPX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | LMOPX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | LMOPX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | LMOPX vs GABVX |
Lowest Drawdown Alternatives to LMOPX
LMOPX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | LMOPX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | LMOPX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | LMOPX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | LMOPX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | LMOPX vs KMVAX |
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 Income Fund | Diversified Portfolio | 40 | 1.43% | Feb 27, 2014 | LMOPX vs LMCLX |
Compare LMOPX with Any Fund or Stock
Compare LMOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.