Muhlenkamp
5000 Stonewood, Suite 300 Wexford PA 15090
Map
Phone: 800-860-3863
| Category: | Large Value | | Fund Family: | Muhlenkamp | | Net Assets: | 729.87M | | Year-to-Date Return: | 29.77% | | Yield: | 0.28% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Nov-88 |
|
Ronald H. Muhlenkamp
Lead Manager since
17-Nov-88 | | | Muhlenkamp found Muhlenkamp & Company in 1977 and currently serves as the company's president. Previously, he was a senior portfolio manager with C.S. McKee & Company from 1975 to 1977. In 1970, he was a portfolio analyst with Integon Corporation, where he also managed the company's pension plan. He entered the investment business as a fundamental portfolio analyst, spending two years with Berkley Dean & Company. Muhlenkamp holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,500 | | Min Initial Investment, IRA: | $1,500 | | Min Initial Investment, AIP: | $200 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks total return, consistent with reasonable risk. The fund invests primarily in common stocks. The fund invests primarily in companies determined by the Adviser to be highly profitable, yet undervalued. It may purchase fixed-income or debt securities from time to time as substitutes for stocks when the Adviser determines that market conditions warrant. Under adverse market conditions it may take temporary defensive measures such as holding cash reserves without limit. It intends to invest for the long-term, but may sell stocks and other securities regardless of how long they have been held. |
| Last Dividend
(29-Dec-08):
| 0.14 | | Last Cap Gain
(27-Dec-07):
| 13.34 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 67.10% |
|
| Expense | MUHLX | Category
Avg | | Total Expense Ratio: | 1.18%
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 375 | $635 | | 5 Yr Expense Projection*: |
$ 649 | $963 | | 10 Yr Expense Projection*: |
$ 1,432 | $1,849 |
|
|
1.94% Nasdaq 
Profile
