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MH Elite Fund of Funds MHEFX

Medalist Rating as of | See MH Elite Investment Hub
  • NAV / 1-Day Return 8.23  /  0.00
  • Total Assets 23.7 Mil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield
  • Turnover 68%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis MHEFX

Will MHEFX outperform in future?

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

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.

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Portfolio Holdings MHEFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 61.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Vanguard Tax-Managed Capital App Adm

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Touchstone Large Cap Focused Y

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Centre American Select Equity Instl

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T. Rowe Price All-Cap Opportunities Fund

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Fidelity Large Cap Growth Idx

5.00 1.1 Mil

BNY Mellon Dynamic Value Fund I

4.76 1.1 Mil

Putnam Large Cap Value Y

4.75 1.1 Mil

Hillman Value No Load

4.61 1.0 Mil