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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 22.8% over the past year, reflecting strong price momentum.What is MVPL?
The fund is an actively-managed exchanged-traded fund (ETF) that seeks to achieve its investment objective by investing in ETFs that provide unleveraged or leveraged exposure to the S&P 500 Index, depending on trading signals from proprietary models used by the fund"s investment adviser, Miller Value Partners, LLC (the Adviser), to implement the fund"s investment strategy. When the adviser"s trading signals indicate that the fund should be in an unleveraged (or leverage off) position, the fund will invest its assets in an ETF that seeks to track the performance of the index.
Performance Highlights
Investment Breakdown
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