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Miller Investment Trust(MCVT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MCVT
09/18/2026: MCVT (1-star) is currently NOT-A-BUY. Pass it for now.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Insufficient Data
The stock demonstrates a Insufficient Data price path pattern.
Insufficient Data
The stock price exhibits a Insufficient Data stability pattern.
Analysis of Past Performance
Type ETF | Historic Profit 3.45% | Avg. Invested days 76 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 18, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $21.18M |
| Issuer | Wellesley Investment Advisors |
| Inception | Mar 24, 2026 |
Performance
| Period | Total Return |
|---|
Risk Metrics
| Metric | Value |
|---|
Portfolio Characteristics
| Metric | Value |
|---|
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