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Nasdaq - Delayed Quote USD

Muhlenkamp (MUHLX)

66.21
-0.79
(-1.18%)
At close: March 28 at 8:03:47 PM EDT
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  • Previous Close 67.00
  • YTD Return 3.70%
  • Expense Ratio 1.17%
  • Category Large Value
  • Last Cap Gain 41.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 239.55M
  • Beta (5Y Monthly) 0.63
  • Yield 0.53%
  • 5y Average Return --
  • Holdings Turnover 9.30%
  • Last Dividend 0.37
  • 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

239.55M

Net Assets

1988-11-01

Inception Date

More about Muhlenkamp

Performance Overview: MUHLX

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Trailing returns as of 3/27/2025. Category is Large Value.

YTD Return

MUHLX
3.70%
Category
4.44%
 

1-Year Return

MUHLX
14.05%
Category
14.37%
 

3-Year Return

MUHLX
10.09%
Category
6.04%
 

5-Year Return

MUHLX
16.93%
Category
9.20%
 

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Holdings: MUHLX

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Sector Weightings

SectorMUHLX
Energy   18.57%
Financial Services   15.21%
Consumer Cyclical   13.70%
Basic Materials   13.46%
Industrials   12.87%
Healthcare   11.17%
Technology   10.12%
Communication Services   4.82%
Utilities   0.09%
Real Estate   0.00%
Consumer Defensive   0.00%
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Recent News: MUHLX

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Research Reports: MUHLX

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