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

213M

Fund Existence

over 36 years

Turnover

14.72

Total Expense Ratio

1.17

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

1.31

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

213M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

28.00

Number of Net Holdings

28.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.06

Weighting Top Ten Holdings

53.50%

Gain YTD

-5.485

Annual Yield % from dividends

0.53

Returns for 1 year

-8.67

Returns for 3 years

2.02

Returns for 5 years

66.58

Returns for 10 years

2.18

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General Information

Category LargeValue

Profile

Fundamentals

Details