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LMCJX Miller Income Opportunity A

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Fund LMCJX Miller Income Opportunity A FSDIX Fidelity® Strategic Dividend & Income®  
100% 85%
Annual Fees
(2.24% Exp. Ratio)
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.66% annual return
$19,864.19 $30,989.31
Est. savings over 30 yrs +$11,125.11
As of 10/31/16
1 YR RETURN 7.40%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.89%
3 YR 7.63%
5 YR 10.93%
10 YR 5.61%
The investment seeks to provide a high level of income while maintaining the potential for growth. Under normal market conditions, the fund will invest 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.
The investment seeks reasonable income; it also considers the potential for capital appreciation. The fund normally invests at least 80% of assets in equity securities. It uses a neutral mix of approximately 50% common stocks, 15% REITs and other real estate related investments, 15% convertible securities, and 20% preferred stocks. The fund invests the fund's assets with a focus on equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in "value" stocks in the common stock category. It invests in domestic and foreign issuers.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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