Muhlenkamp earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 56.06 / 0.48 %
- Total Assets 248.7 Mil
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Adj. Expense Ratio
- Expense Ratio 1.140%
- Distribution Fee Level High
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1,500
- Status Open
- TTM Yield 0.35%
- Turnover 8%
Morningstar’s Analysis MUHLX
Will MUHLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.