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Muhlenkamp (MUHLX)

86.87 -0.87 (-0.99%)
At close: 8:08:28 PM EDT
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  • Previous Close 87.74
  • YTD Return 13.29%
  • Expense Ratio 1.24%
  • Category Large Value
  • Last Cap Gain 51.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 264.26M
  • Beta (5Y Monthly) 0.60
  • Yield 0.36%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.30
  • 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

264.26M

Net Assets

1988-11-01

Inception Date

Performance Overview

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Trailing returns as of 10/28/2026. Category is Large Value.

YTD Return

MUHLX
13.29%
Category
4.44%

1-Year Return

MUHLX
15.18%
Category
14.37%

3-Year Return

MUHLX
16.24%
Category
6.04%

5-Year Return

MUHLX
14.03%
Category
9.20%

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