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MUHLX
Mutual Fund ticker: NASDAQ
AS OF
Apr 15 closing price
Price
$65.20
Change
+$0.02 (+0.03%)
Net Assets
229.48M

MUHLX Muhlenkamp Forecast, Technical & Fundamental Analysis

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
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Unitedhealth Group (NYSE:UNH), Schlumberger Limited (NYSE:SLB), McKesson Corp (NYSE:MCK), Occidental Petroleum Corp (NYSE:OXY), EQT Corp (NYSE:EQT).

Industry description

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. The fund principally invests in a diversified list of common stocks of companies of any capitalization, determined by the investment adviser to be highly profitable, yet undervalued. The Adviser looks for companies the advisor believes to have above-average profitability, as measured by corporate return-on-equity, and that sell at below-average prices, as measured by price-to-earnings-ratios.

Market Cap

The average market capitalization across the Muhlenkamp MF is 190.21B. The market cap for tickers in the group ranges from 2.62B to 841.41B. AVGO holds the highest valuation in this group at 841.41B. The lowest valued company is NMIH at 2.62B.

Volume

The average weekly volume growth across all stocks in the Muhlenkamp MF was -59%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 50%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 53
P/E Growth Rating: 30
Price Growth Rating: 38
SMR Rating: 68
Profit Risk Rating: 20
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Managed Portfolio Series615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A
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MUHLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MUHLX has been closely correlated with VIVAX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if MUHLX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MUHLX
1D Price
Change %
MUHLX100%
N/A
VIVAX - MUHLX
82%
Closely correlated
N/A
VIVIX - MUHLX
82%
Closely correlated
N/A
VVIAX - MUHLX
82%
Closely correlated
N/A
RMFEX - MUHLX
82%
Closely correlated
+0.96%
RMEBX - MUHLX
82%
Closely correlated
+0.96%
More