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LMCLX Miller Income Opportunity I

3 lower fee alternatives found

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Fund LMCLX Miller Income Opportunity I FSDIX Fidelity® Strategic Dividend & Income® PCAFX Prospector Capital Appreciation  
100% 85% 85%
Annual Fees
(1.94% Exp. Ratio)
(0.78% Exp. Ratio)
(1.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.63% annual return
$21,611.26 $30,753.89 $26,188.93
Est. savings over 30 yrs +$9,142.63 +$4,577.68
As of 9/30/16
1 YR RETURN 10.52%
3 YR --
5 YR --
10 YR --
1 YR RETURN 16.06%
3 YR 9.40%
5 YR 13.00%
10 YR 6.13%
1 YR RETURN 12.54%
3 YR 5.94%
5 YR 8.43%
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 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.
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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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