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Quantitative rating as of | See Muhlenkamp Investment Hub
  • NAV / 1-Day Return 56.06  /  0.48 %
  • Total Assets 248.7 Mil
  • Adj. Expense Ratio
    1.100%
  • 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.

Summary

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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.

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