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MCCCX Miller Convertible Plus C

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Fund MCCCX Miller Convertible Plus C
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Annual Fees
(4.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 0.58% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 17.53%
3 YR --
5 YR --
10 YR --
The investment seeks to use leverage to maximize total return comprising current income and capital appreciation; the fund also seeks to realize a total return that outperforms both the Barclays U.S. Aggregate Bond Index and the S&P 500 Total Return Index over full market cycles. Under normal conditions, the fund invests at least 80% of its assets (defined as net assets plus borrowings for investment purposes) in convertible bonds. The managers define convertible bonds as including synthetic convertible bonds.

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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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