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Miller Opportunity Trust;I

NAS: LMNOX

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/zigman2/quotes/200973551/realtime

$

32.56

Change

+1.42 +4.56%

Aug 3, 2020

YTD return

3.43%

5 yr avg return

6.95%

Total net assets

750.20M

52 week low

52 week high

$16.30

$33.01

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.93%

12 b-1

n/a

Turnover

35.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2019)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-1.21

Beta

1.96

Standard deviation

9.87

R. squared

0.88

Min. Investment

Standard (taxable)

1000000

IRA

n/a

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/news/latest/company/us/lmnox

MarketWatch News on LMNOX

  1. Legg Mason’s Bill Miller is No. 1 again

    3:06 p.m. July 8, 2013

    - Suzanne McGee

Lipper Leader

Total Return: 2 Consistent Return: 1 Preservation: 1 Tax Efficiency: 5 Expense: 2

YTD Lipper Ranking: Quintile 2 (28th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 3.43% 0.26% 3.10% 28% 2
1yr 20.86% 9.89% 14.60% 4% 1
3yr 9.68% 8.82% 12.20% 48% 3
5yr 6.95% 8.40% 11.70% 77% 4
10yr 12.45% 11.4% 13.7% 36% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$38,888

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Core Funds

Fund family

Legg Mason I

Fund status

Open

Fund inception

June 26, 2000

Manager

Miller/McLemore

Investment Policy

The Fund seeks long-term growth of capital by investing in securities, derivatives and other financial instruments that, in the Fund's adviser's opinion, offer the opportunity for long-term growth of capital. Further, the Fund may sell securities short and utilize a practice known as "leveraging".

/news/nonmarketwatch/company/us/lmnox

Other News on LMNOX

  1. Star Fund Manager Bill Miller Is Still Betting Big

    11:55 a.m. June 17, 2019

    - The Wall Street Journal Interactive Edition

  2. Dissecting The Miller Opportunity Trust With A Risk Model

    1:20 p.m. Nov. 17, 2017

    - Seeking Alpha

  3. Can You Beat the Market?

    1:03 a.m. May 11, 2013

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.