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Morningstar

Muhlenkamp MUHLX

Morningstar Medalist Rating
Medalist Rating as of | See Muhlenkamp Investment Hub
  • NAV / 1-Day Return 64.76  /  +1.19 %
  • Total Assets 227.2 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.83%
  • Turnover 15%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MUHLX

Will MUHLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MUHLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MUHLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MUHLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Muhlenkamp’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MUHLX

More MUHLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Technology

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Berkshire Hathaway Inc Class B

3.89 9.0 Mil
Financial Services

NMI Holdings Inc Class A

3.88 9.0 Mil
Financial Services

Occidental Petroleum Corp

3.85 8.9 Mil
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UnitedHealth Group Inc

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Healthcare