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Morningstar

Opportunity FI LMOFX

Morningstar Analyst Rating
Analyst rating as of | See Miller Value Investment Hub
  • NAV / 1-Day Return 28.77  /  3.83 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.290%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 10:56 PM GMT+00:00

Morningstar’s Analysis LMOFX

Will LMOFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMOFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LMOFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LMOFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This volatile option is transitioning to its next generation of leaders.

Associate Director

Summary

| by Andrew Daniels

As Miller Opportunity undergoes a leadership transition to the next generation, its Morningstar Analyst Ratings remain Neutral across all share classes.

Unlock our full analysis with Morningstar Investor