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LMCLX Miller Income Opportunity I

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Fund LMCLX Miller Income Opportunity I PCAFX Prospector Capital Appreciation  
100% 85%
Annual Fees
(1.94% Exp. Ratio)
(1.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$22,110.60 $26,794.05
Est. savings over 30 yrs +$4,683.45
As of 12/31/16
1 YR RETURN 14.27%
3 YR --
5 YR --
10 YR --
1 YR RETURN 14.68%
3 YR 5.21%
5 YR 7.97%
10 YR --
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 capital appreciation. Under normal market conditions, the fund invests primarily in a variety of equity and equity-related securities, including common stocks, convertible preferred and convertible debt securities. The Advisor attempts to buy investments priced to generate long-term total returns significantly above those of general stock indices and U.S. treasuries. Using a value orientation, the Investment Manager will invest in positions in the United States and other developed markets. The fund will invest without regard to market capitalization.

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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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