Miller Income Fund
Shareclass
Miller Income A (LMCJX)
Type
Open-end mutual fund
Manager
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Miller Income Fund LMCJX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Bristol-Myers Squibb Co4.11% of assets$6.59M invested
- 2. Verizon Communications Inc5.61% of assets$8.98M invested
- 3. British American Tobacco PLC4.31% of assets$6.91M invested
- 4. TotalEnergies SE ADR0.31% of assets$494,878 invested
- 5. AT&T Inc2.05% of assets$3.28M invested
- 6. Stellantis NV2.73% of assets$4.37M invested
- 7. Bread Financial Holdings Inc6.18% of assets$9.9M invested
- 8. LyondellBasell Industries NV Class A1.67% of assets$2.68M invested
- 9. Hoegh Autoliners ASA2.56% of assets$4.11M invested
- 10. Lincoln National Corp5.83% of assets$9.34M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Strategy Class A2.74% of assets$4.4M invested
- 2. The Carlyle Group Inc1.9% of assets$3.05M invested
- 3. UGI Corp6.03% of assets$9.66M invested
- 4. Jackson Financial Inc5.17% of assets$8.28M invested
- 5. Boise Cascade Co2.45% of assets$3.92M invested
- 6. Viatris Inc3.37% of assets$5.39M invested
- 7. OneMain Holdings Inc4.55% of assets$7.28M invested
- 8. Chord Energy Corp Ordinary Shares - New3.71% of assets$5.95M invested
- 9. Western Alliance Bancorp3.82% of assets$6.12M invested
- 10. Lincoln National Corp5.83% of assets$9.34M invested
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Financial performance
Performance data provided by
Find more financial data on LMCJX at Morningstar.com
Find more financial data on LMCJX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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