Miller Market Neutral Income Fund — new fund registration

Miller Investment Trust registered 1 new fund series on Form 485APOS, filed 2021-07-26. Featured series: Miller Market Neutral Income Fund.

Registration

• Registrant / trust: Miller Investment Trust
• CIK: 0001414039
• Form: 485APOS
• Filed: 2021-07-26
• State of incorporation: DE
• Accession: 0001580642-21-003252
• Reported net assets: $235.2M

Series & classes (3)

Fees (from the effective prospectus)

• 12b-1 fee: 1.00%
• Gross expense ratio: 2.56%
• Management fee: 1.25%
• Net expense ratio: 2.05%
• Other expenses: 0.31%

Investment objective

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.

Advisers

• Wellesley Asset Management, Inc. (Advisor)

Other filings by this registrant (10)

• 485APOS — 2025-11-06 (1 new series)
• 485APOS — 2018-12-28
• 485APOS — 2014-07-15 (6 new series)
• 485APOS — 2014-05-01
• 485APOS — 2013-12-05
• 485APOS — 2011-03-10
• 485APOS — 2009-12-21
• 485APOS — 2009-10-02
• N-1A/A — 2007-12-21
• N-1A — 2007-10-05 (2 new series)

More

• Registrant profile: Miller Investment Trust
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