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Muhlenkamp (MUHLX)
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64.76 - YTD Return 6.99%
- Expense Ratio 1.26%
- Category Large Value
- Last Cap Gain 39.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 239.21M
- Beta (5Y Monthly) 0.56
- Yield 0.83%
- 5y Average Return --
- Holdings Turnover 14.72%
- Last Dividend 0.55
- Inception Date Nov 1, 1988
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.
Muhlenkamp
Fund Family
Large Value
Fund Category
239.21M
Net Assets
1988-11-01
Inception Date
Performance Overview: MUHLX
Trailing returns as of 4/23/2024. Category is Large Value.
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Holdings: MUHLX
Top 10 Holdings (55.05% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorMUHLX
Energy 21.07%
Technology 16.15%
Financial Services 12.85%
Healthcare 12.73%
Industrials 12.50%
Consumer Cyclical 12.37%
Basic Materials 8.94%
Communication Services 3.29%
Utilities 0.10%
Real Estate 0.00%
Consumer Defensive 0.00%
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