Skip to Content
Morningstar

MH Elite Fund of Funds MHEFX

Morningstar Medalist Rating
Medalist Rating as of | See MH Elite Investment Hub
  • NAV / 1-Day Return 8.20  /  0.00
  • Total Assets 23.6 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 27%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 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.

  • 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 People Pillar and Process 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MHEFX

More MHEFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shelton Nasdaq-100 Index Investor

10.29 2.5 Mil
—

Pear Tree Quality Institutional

7.66 1.9 Mil
—

Vanguard Tax-Managed Capital App Adm

7.44 1.8 Mil
—

Touchstone Large Cap Focused Y

6.61 1.6 Mil
—

Centre American Select Equity Instl

5.43 1.3 Mil
—

T. Rowe Price All-Cap Opportunities Fund

5.41 1.3 Mil
—

Fidelity Large Cap Growth Idx

5.07 1.2 Mil
—

Putnam Large Cap Value Y

4.90 1.2 Mil
—

BNY Mellon Dynamic Value Fund I

4.84 1.2 Mil
—

Hillman Value No Load

4.61 1.1 Mil
—