The investment seeks to maximize total return while keeping volatility low and preserving principal. The fund normally invests at least 80% of its assets in convertible securities of U.S. and foreign companies, and may invest without limitation in foreign companies. It defines convertible securities as: convertible bonds, convertible preferred stocks, and synthetic convertible securities. Generally, the convertible securities in the portfolio will have remaining maturities or put provisions of less than seven years. The fund is non-diversified.
Fund filings (PDF) »
Greg Miller (Started: Dec 27, 2007)
Michael Miller (Started: Mar 1, 2010)
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Miller Investment, 2 Deanna Drive