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Morningstar

MH Elite Fund of Funds MHEFX

Morningstar Medalist Rating
Medalist Rating as of | See MH Elite Investment Hub
  • NAV / 1-Day Return 8.70  /  +1.16 %
  • Total Assets 24.9 Mil
  • Adj. Expense Ratio
    1.830%
  • Expense Ratio 1.830%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Aggressive Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield —
  • Turnover 27%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 1:00 AM GMT+0

Morningstar’s Analysis MHEFX

Will MHEFX 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 MHEFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MHEFX 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 MHEFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

MH Elite Fund of Funds's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MHEFX

More MHEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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