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MUHLX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Muhlenkamp (MUHLX) Ownership - Who owns Muhlenkamp?

The investment seeks to maximize total after-tax return to its shareholders through capital appreciation, and income from dividends and interest, consistent with reasonable risk... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MUHLX

Net Assets

240M

Fund Existence

over 36 years

Turnover

9.30

Total Expense Ratio

1.24

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.28

Assets in Top Ten Holdings

127M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

240M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

24.00

Number of Net Holdings

25.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.04

Weighting Top Ten Holdings

62.31%

Gain YTD

7.798

Annual Yield % from dividends

0.50

Returns for 1 year

-3.29

Returns for 3 years

24.37

Returns for 5 years

62.67

Returns for 10 years

15.97

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Category LargeValue

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