Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD
Miller Intermediate Bond I (MIFIX)
16.52
-0.01
(-0.06%)
At close: 8:02:47 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.98% |
| 5y Average Return | 5.53% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Mar 11, 2025) | 14.23% |
| Worst 1Y Total Return (Mar 11, 2025) | -- |
| Best 3Y Total Return | 14.23% |
| Worst 3Y Total Return | 0.96% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MIFIX
Category
- YTD
- 1.71%
- 1.94%
- 1-Month
- 0.36%
- 0.65%
- 3-Month
- -0.07%
- 2.15%
- 1-Year
- 6.00%
- 9.23%
- 3-Year
- 2.92%
- 5.23%
- 5-Year
- 5.16%
- 4.63%
- 10-Year
- 4.55%
- 4.32%
- Last Bull Market
- 6.30%
- 8.16%
- Last Bear Market
- -7.45%
- -3.23%
Annual Total Return (%) History
Year
MIFIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.77% | -0.93% | 3.91% | -0.50% |
| 2023 | 1.45% | 1.84% | -0.51% | 3.98% |
| 2022 | -0.71% | -7.45% | -3.38% | 3.93% |
| 2021 | 2.32% | 0.80% | -0.98% | 2.15% |
| 2020 | -10.60% | 11.64% | 6.54% | 7.43% |
| 2019 | 3.68% | 2.59% | 0.72% | 2.48% |
| 2018 | 0.62% | 1.04% | 1.17% | -4.66% |
| 2017 | 0.57% | 0.68% | 1.27% | 0.54% |
| 2016 | 1.00% | 3.21% | 4.17% | 0.64% |
| 2015 | 4.39% | 1.01% | -3.04% | 0.86% |
Rank in Category (By Total Return)
| YTD | 76 |
| 1-Month | 97 |
| 3-Month | 98 |
| 1-Year | 86 |
| 3-Year | 51 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 6.00% |
| 3-Year | 2.92% |
| 5-Year | 5.16% |
| 10-Year | 4.55% |
Performance & Risk
| YTD Return | 0.98% |
| 5y Average Return | 5.53% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.67 |
| Morningstar Risk Rating |
Fund Overview
| Category | Multisector Bond |
| Fund Family | Miller Investment |
| Net Assets | 206.47M |
| YTD Return | 1.71% |
| Yield | 4.01% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2014 |
Fund Summary
Under normal conditions, the fund invests at least 80% of its assets (defined as net assets plus borrowings for investment purposes) in a portfolio of bonds with a dollar-weighted average maturity of between three and ten years.
Related Tickers
FGADX Franklin Gold and Precious Metals Adv
24.65
+2.75%
FGPMX Franklin Gold and Precious Metals R6
25.06
+2.75%
INIIX VanEck International Investors Gold I
18.55
+2.26%
FEGIX First Eagle Gold I
32.86
+2.24%
FEURX First Eagle Gold R6
32.96
+2.23%
SGGDX First Eagle Gold A
31.72
+2.22%
FEGOX First Eagle Gold C
28.54
+2.22%
DMCFX Invesco Discovery Mid Cap Growth Fund
24.86
+1.51%
OEGYX Invesco Discovery Mid Cap Growth Y
29.20
+1.49%
OEGIX Invesco Discovery Mid Cap Growth R6
30.04
+1.49%
KNPYX Kinetics Paradigm Instl
145.42
-5.47%
KNPAX Kinetics Paradigm Adv A
135.91
-5.47%
WWNPX Kinetics Paradigm No Load
143.33
-5.47%
KNPCX Kinetics Paradigm Adv C
120.58
-5.48%
RYGBX Rydex Government Long Bd 1.2x Strat Inv
107.04
+1.01%
GBATX GMO Strategic Opportunities Allc III
16.96
-0.41%
COBYX The Cook & Bynum
16.85
+0.78%
VAESX Virtus KAR Emerging Markets Small-Cap Fund
15.13
+0.73%
VIESX Virtus KAR Emerging Markets Small-Cap I
15.28
+0.73%
VRESX Virtus KAR Emerging Markets Small-Cap R6
15.45
+0.72%
IRSQX Voya Target Retirement 2050 I
14.62
-1.08%
FIUIX Fidelity Telecom and Utilities
33.69
+0.63%
BIVIX Invenomic Institutional
18.01
+0.56%
BIVSX Invenomic Super Institutional
18.27
+0.55%
FTGMX Franklin Growth Allocation R6
19.90
-1.00%
BIVRX Invenomic Investor
17.64
+0.51%
CAHEX Calamos Hedged Equity A
16.86
+0.36%
EICIX EIC Value Institutional
17.57
+0.34%
TIBCX Thornburg Investment Income Builder C
27.30
0.00%
TIBAX Thornburg Investment Income Builder A
27.34
0.00%
TIBGX Thornburg Investment Income Builder R4
27.37
0.00%
TIBOX Thornburg Investment Income Builder R6
27.47
0.00%
TIBMX Thornburg Investment Income Builder R5
27.53
0.00%
TIBIX Thornburg Investment Income Builder I
27.55
0.00%
CCHEX Calamos Hedged Equity C
16.29
+0.31%
CIHEX Calamos Hedged Equity I
16.89
+0.30%
FNARX Fidelity Natural Resources Fund
42.81
+0.28%
GAAAX GMO Opportunistic Income R6
24.31
+0.12%
GMOLX GMO Opportunistic Income Fund
24.35
+0.12%
SIUPX Guggenheim Core Bond Fund P
16.35
+0.25%
GMCDX GMO Emerging Country Debt Fund
20.39
-0.10%
CBFYX Columbia Bond Inst3
29.70
+0.24%
FIQRX Fidelity Advisor Global Commodity Stk Z
17.88
+0.22%
VCOBX Vanguard Core Bond Fund
18.00
+0.22%
HGASX Hennessy Gas Utility Institutional
27.42
+0.22%
GIBRX Guggenheim Total Return Bond R6
23.83
+0.21%
FSUTX Fidelity Select Utilities
121.09
+0.21%
CNFRX Columbia Bond Inst2
29.55
+0.20%
UMMDX Columbia Bond Fund - S
29.63
+0.20%
UMMGX Columbia Bond Fund
29.63
+0.20%
PTIAX Performance Trust Total Return Bd Inst
19.84
+0.20%
CLDAX Calvert Core Bond A
15.76
+0.19%
CLDIX Calvert Core Bond I
15.78
+0.19%
FUGCX Fidelity Advisor Utilities C
42.53
+0.19%
GLIFX Lazard Global Listed Infrastructure Portfolio
16.24
+0.19%
GLFOX Lazard Global Listed Infrastructure Portfolio
16.25
+0.18%
GIUSX Guggenheim Core Bond Fund Institutional
16.31
+0.18%
SIUSX Guggenheim Core Bond Fund A
16.33
+0.18%
FUGAX Fidelity Advisor Utilities A
43.76
+0.18%
FAUFX Fidelity Advisor Utilities Fund
43.91
+0.18%
FIKIX Fidelity Advisor Utilities Z
44.94
+0.18%
FUGIX Fidelity Advisor Utilities I
44.96
+0.18%
GIBLX Guggenheim Total Return Bond P
23.78
+0.17%
GIBAX Guggenheim Total Return Bond A
23.79
+0.17%
GIBIX Guggenheim Total Return Bond Instl
23.81
+0.17%
MGBIX AMG GW&K ESG Bond I
21.73
+0.14%
AIFRX abrdn Global Infrastructure Instl
23.13
0.00%
CLDRX Calvert Core Bond Income R6
15.77
+0.13%
GMODX GMO Opportunistic Income Fund
24.41
+0.12%
VGCAX Vanguard Global Credit Bond Admiral
19.14
+0.10%
GILPX Guggenheim Limited Duration P
24.53
+0.08%
CSDAX Calvert Short Duration Income A
15.71
+0.06%
SLVIX Columbia Select Large Cap Value Inst2
34.38
+0.06%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
FSPCX Fidelity Select Insurance Port
93.48
+0.04%
GIKRX Guggenheim Limited Duration R6
24.52
+0.04%
GILHX Guggenheim Limited Duration Instl
24.53
+0.04%
GILDX Guggenheim Limited Duration A
24.54
+0.04%
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm
24.80
+0.04%
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
24.82
+0.04%
CSVGX Columbia Select Large Cap Value S
34.36
+0.03%
CSRYX Columbia Select Large Cap Value Inst3
35.12
+0.03%
TIBRX Thornburg Investment Income Builder R3
27.32
-0.04%
FTMCX First Trust Multi-Strategy Cl C
24.26
-0.04%
FTMIX First Trust Multi-Strategy Cl I
24.22
-0.04%
FTMAX First Trust Multi-Strategy Cl A
23.71
-0.04%
VEGBX Vanguard Emerging Markets Bond Admiral
23.63
-0.04%
CPHUX Columbia Strategic Income Inst3
21.32
-0.05%
EVDIX Camelot Event Driven Institutional
20.73
-0.05%
GMOQX GMO Emerging Country Debt Fund
20.33
-0.10%
EVDAX Camelot Event Driven A
20.24
-0.05%
ARINX Archer Income
18.10
0.00%
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.80
-0.06%
VWSTX Vanguard Ultra Short-Term Tx-Ex
15.80
-0.06%
VWINX Vanguard Wellesley Income Inv
25.17
-0.08%
GIOIX Guggenheim Macro Opportunities Instl
24.71
-0.08%
VWIAX Vanguard Wellesley Income Admiral
60.99
-0.08%
HFSAX Hundredfold Select Alternative Inv
23.66
0.00%
LZOEX Lazard Emerging Markets Equity Portfolio
19.65
-0.10%