C
Miller Convertible Bond Fund Class A MCFAX
NASDAQ
Recommendation
NAV
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Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
100
Front End Fee
4
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
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Performance
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NAV
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Company Information
Provider
Miller Investment
Manager/Tenure
(Years)
Michael Miller (15), James Buckham (1), David Clott (1)
Address
Miller Investment
Oxford CT - 6478
Country
United States
Phone Number
877-441-4434
Investment Strategy
The investment seeks to maximize total return comprising current income and capital appreciation, consistent with preservation of capital. 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 and other securities that the advisor identifies as having characteristics similar to convertible bonds.