Miller Value Funds

Statistics as of May 01, 2025

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Found total of 3 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▼6M Money Flow
Expense Ratio
0.91%
TTM Yield
5.9%
3yr Sharpe
0.16
YTD Return
-8.0%
3yr Return
24.8%
1yr Return
10.7%
Total Assets
$153M
6M Money Flow
-$6M
Mid-Cap Value
Expense Ratio
0.60%
TTM Yield
0.9%
3yr Sharpe
-
YTD Return
-10.9%
3yr Return
-
1yr Return
2.0%
Total Assets
$60M
6M Money Flow
$6M
Trading--Leveraged Equity
Expense Ratio
1.39%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.3%
3yr Return
-
1yr Return
16.8%
Total Assets
$6M
6M Money Flow
-$476K