Nasdaq - Delayed Quote USD

Muhlenkamp (MUHLX)

65.87
+0.96
+(1.48%)
At close: January 14 at 6:46:56 PM EST

Investment Information

Min Initial Investment
1,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2
Min Subsequent Investment
200
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Ausdal Financial Partners Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • EP Fee Small
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • DATALynx
  • DATALynx NTF
  • Dreyfus NTF
  • Ameriprise Brokerage
  • Federated TrustConnect NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • Mony Securities Corp
  • CommonWealth NTF
  • SunAmerica Securities Premier / Pinnacle
  • Vanguard NTF
  • ETrade No Load NTF
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Royal Alliance
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • FTJ FundChoice
  • Robert W. Baird & Co.
  • DATALynx IMS
  • HSBC Brokerage (USA) Inc
  • JPMorgan INVEST
  • WFA MF Advisory Updated 12.5.24
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • EP Fee Large
  • JPMorgan INVEST NTF
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Ameritas NTF P
  • Firstrade NTF
  • Scottrade NTF
  • Standard Retirement Services, Inc.
  • TIAA-CREF Brokerage Services
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • Met Life Resources MFSP Alliance List
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • Protected Investors of America NTF
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 4.3.24
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Investacorp NTF
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Morgan Stanley Portfolio Management
  • JP Morgan No Load
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Large Value
Fund Family Muhlenkamp
Net Assets 235.67M
YTD Return 10.95%
Yield 0.54%
Morningstar Rating
Inception Date Nov 01, 1988

Performance & Risk

YTD Return 1.44%
5y Average Return 13.62%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.59
Morningstar Risk Rating

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