Miller Convertible Bond Fund — new fund registration

Miller Investment Trust registered fund series on Form 485APOS, filed 2018-12-28. Featured series: Miller Convertible Bond Fund.

Registration

Registrant / trust: Miller Investment Trust
CIK: 0001414039
Form: 485APOS
Filed: 2018-12-28
State of incorporation: DE
Accession: 0001580642-18-006131
Reported net assets: $376.9M

Series & classes (9)

Series	Class	Ticker	New
Miller Convertible Bond Fund	Class A Shares	MCFAX	—
Miller Convertible Bond Fund	Class I Shares	MCIFX	—
Miller Convertible Bond Fund	Class C Shares	MCFCX	—
Miller Convertible Plus Fund	Miller Convertible Plus Fund Class A	MCPAX	—
Miller Convertible Plus Fund	Miller Convertible Plus Fund Class C	MCCCX	—
Miller Convertible Plus Fund	Miller Convertible Plus Fund Class I	MCPIX	—
Miller Intermediate Bond Fund	Miller Intermediate Bond Fund Class A	MIFAX	—
Miller Intermediate Bond Fund	Miller Intermediate Bond Fund Class C	MIFCX	—
Miller Intermediate Bond Fund	Miller Intermediate Bond Fund Class I	MIFIX	—

Fees (from the effective prospectus)

12b-1 fee: 0.50%
Gross expense ratio: 1.54%
Management fee: 0.75%
Net expense ratio: 0.01%
Other expenses: 0.28%

Investment objective

The Fund?s primary investment objective is to maximize total return comprising current income and capital appreciation, consistent with preservation of capital. The Fund?s investment objective is a non-fundamental policy and may be changed without shareholder approval upon 60 days? written notice to shareholders.

Advisers

Wellesley Asset Management, Inc. (Advisor)