Miller Market Neutral Income FundMMNIX

MUTUAL FUNDWellesley
Type
Mutual fund
Peer group
Taxable bond
Net assets
$235.3M
Expense ratio
1.66%
1-year return
+9.5%
3 years, a year
—
5 years, a year
—
Holdings
117

What it aims to do.

The Fund?s investment objective is to provide total return through a combination of current income and capital appreciation with low correlation to equity and fixed income markets and consistent with stability of principal. The Fund?s investment objective is a non-fundamental policy and may be changed without shareholder approval upon 60 days? written notice to shareholders.

Top 10 holdings.

Holding% of fund
Bnp Cash Deposit Acct50.28%
Jazz Investments I Ltd3.17%
AVT Avnet Inc2.78%
Ppl Capital Funding Inc2.64%
FLR Fluor Corp2.57%
Ascendis Pharma A/S2.47%
World Kinect Corp2.44%
LNT Alliant Energy Corp2.28%
ARRY Array Technologies Inc2.21%
ZTS Zoetis Inc2.10%

More on MMNIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.