LMCJX : Miller Income Fund Class A

LMCJX is a Allocation Market All-In-One with HIGH fees.

LMCJX

Miller Income Fund Class A

FI Score

23 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

23% FI Score
  • lmcjx
  • Mutual Fund
  • Allocation
  • All-In-One

Miller Income Fund Class A

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide a high level of income while maintaining the potential for growth. Under normal market conditions, the fund will invest without limit primarily in cash distributing equity, and equity-like securities, fixed income securities, derivatives, and other financial instruments of issuers located anywhere in the world. It can invest without limit in foreign securities in any country, including countries with developing or emerging markets. The fund is non-diversified.

Largest Holdings

Amount Holding
8.90% Diebold Nixdorf Incorporated 8.5%
7.69% Apollo Global Management Inc Class A
7.64% CenturyLink, Inc. 7.6%
6.05% The Carlyle Group Inc
5.05% Danske Bank A/S
4.77% CURO GROUP HOLDINGS CORP 8.25%
4.60% Endo Ltd. Endo Finance LLC and Endo Finco inc. 6%
4.14% Alliance Resource Operating Partners LP/Alliance Resource Finance Corp 7.5%
3.97% ALROSA PJSC
3.87% BED Bath & Beyond 5.17%
3.49% Cedar Fair LP
3.47% Sberbank of Russia PJSC ADR
3.41% British American Tobacco PLC
3.41% Gtt Communications Inc 7.88%
2.93% The Chemours Co
2.91% Abercrombie & Fitch Co Class A
2.51% Quad/Graphics Inc Class A
2.09% Sculptor Capital Management Inc Class A
1.99% BGC Partners Inc Class A
1.59% Eregli Demir Ve Celik Fabrikalari TAS
1.56% The Chemours Company LLC 7%
1.47% Atlas Corp
1.29% Chico's FAS Inc
1.17% Annaly Capital Management Inc
1.13% Two Harbors Investment Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo