Miller Intermediate Bond I (MIFIX)
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Miller Intermediate Bond I
Wellesley, MA 02481
20 William Street Suite G-5
Miller Investment Trust
Management Information
,Lead Manager since December 30, 2014
As Chief Investment Officer of Wellesley Asset Management, Inc. and Co-Portfolio Manager of the firm’s mutual funds, separate managed accounts and private fund, Michael is an integral part of the firm’s investment team. He is responsible for convertible bond research and product development, analyzing and monitoring portfolio holdings, and communicating performance, portfolio and fund data. He also constructs and analyzes client portfolios.
In addition to his capacity as Chief Investment officer, Michael works directly with some of the firm’s institutional clients. Michael uses his over ten plus years of fixed income and financial planning experience to guide and educate many financial advisors, plan sponsors, registered investment advisors and asset allocators on the benefits of convertible bond investing.
Michael frequently speaks at national conferences educating investment professionals about the convertible bond asset class.
In 2017, Michael was recognized by Forbes magazine as a Top Next Generation Wealth Advisor and received the rating of number one in Massachusetts and number eleven nationally.
Michael is a Certified Fixed Income Practitioner and a member of the Financial Planning Association.
Michael received his Bachelor of Science degree in Business Administration from American University’s Kogod School of Business in Washington, DC, where he specialized in finance, and his Master of Business Administration degree from Babson College F.W. Olin Graduate School of Business. Michael resides with his family in Wayland, Massachusetts.
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Morningstar Category
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Fund Overview
CategoryCorporate Bond
Fund FamilyMiller Investment
Net Assets205.6M
YTD Return3.79%
Yield4.51%
Morningstar Rating★★★★★
Inception DateDec 30, 2014
Fund Operations
Last Dividend0.38
Last Cap Gain-9.00
Holdings Turnover106.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMIFIXCategory Average
Annual Report Expense Ratio (net)0.99%0.70%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio0.99%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.44%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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