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MH Elite

MH Elite Parent Rating

Average

MH Elite is an industry-standard asset manager, leading to an Average Parent Pillar rating.

MH Elite's longest-tenured portfolio management is worth mentioning, which boasts 19 years of average tenure. In general, seasoned teams tend to have more experience in both up and down markets. Open-end and exchange-traded fund fees are a weakness at the firm, contributing negatively to the rating. On average, the firm charges fees on its funds that are in the most expensive quintile of category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock to alternate asset managers over time to get a better deal. The firm has not had a durable product lineup. Specifically, its three-year success ratio demonstrates that only 0% of products were both able to survive and beat their respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.

MH Elite Investments

Market

US Open-end ex MM ex FoF ex Feeder

# of Share Classes

4
Morningstar Rating # of Share Classes
0
0
1
1
2
Not Rated 0

Quick Definitions: Key Morningstar Terms

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