Miller Opportunity Financials
| LGOAX Fund | USD 31.95 0.52 1.65% |
Miller |
Please note that past performance is not an indicator of the future performance of Miller Opportunity, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Miller Opportunity Fund Summary
Miller Opportunity competes with Miller Income, Miller Income, Miller Income, and Miller Income. The fund normally makes investments that, in the portfolio managers opinion, offer the opportunity for long-term growth of capital. The portfolio managers exercise a flexible strategy in the selection of investments, not limited by investment style or asset class. It may invest without limit in the common stock of U.S. and foreign issuers of all sizes and in other U.S. and foreign securities. The fund may also borrow money for investment purposes, in amounts up to 10 percent of the funds net assets measured as of the time of the borrowing, which is a practice known as leveraging. It is non-diversified.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US52470B1070 |
| Business Address | Trust for Advised |
| Mutual Fund Family | Miller Value Funds |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | NYSE Composite |
| Phone | 888 593 5110 |
| Currency | USD - US Dollar |
You should never invest in Miller Opportunity Trust without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Miller Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Miller Opportunity's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Miller Opportunity Key Financial Ratios
Generally speaking, Miller Opportunity's financial ratios allow both analysts and investors to convert raw data from Miller Opportunity's financial statements into concise, actionable information that can be used to evaluate the performance of Miller Opportunity over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Miller Opportunity Trust reports annually and quarterly.Miller Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Miller Opportunity's current stock value. Our valuation model uses many indicators to compare Miller Opportunity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Miller Opportunity competition to find correlations between indicators driving Miller Opportunity's intrinsic value. More Info.Miller Opportunity Trust is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Miller Opportunity Trust is roughly 8.26 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Miller Opportunity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Miller Opportunity's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Miller Opportunity's earnings, one of the primary drivers of an investment's value.Miller Opportunity Trust Systematic Risk
Miller Opportunity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Miller Opportunity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Miller Opportunity Trust correlated with the market. If Beta is less than 0 Miller Opportunity generally moves in the opposite direction as compared to the market. If Miller Opportunity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Miller Opportunity Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Miller Opportunity is generally in the same direction as the market. If Beta > 1 Miller Opportunity moves generally in the same direction as, but more than the movement of the benchmark.
Miller Opportunity April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Miller Opportunity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Miller Opportunity Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Miller Opportunity Trust based on widely used predictive technical indicators. In general, we focus on analyzing Miller Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Miller Opportunity's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.3 | |||
| Information Ratio | 0.0644 | |||
| Maximum Drawdown | 5.07 | |||
| Value At Risk | (1.64) | |||
| Potential Upside | 1.88 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Miller Opportunity Trust. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Miller Opportunity Trust information on this page should be used as a complementary analysis to other Miller Opportunity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.