Morningstar

Muhlenkamp Fund MUHLX

Morningstar Medalist Rating
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Medalist Rating as of See Muhlenkamp Investment Hub
  • NAV / 1-Day Return $84.69  /  +0.57 %
  • Fund Size $270.0M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $1,500
  • Investment Status Open
  • TTM Yield 0.36%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis MUHLX

Will MUHLX outperform in the 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 MUHLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Muhlenkamp holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MUHLX

More MUHLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

20.57 54M
Cash and Equivalents

Rush Enterprises Inc Class A

6.70 17M
Consumer Cyclical

Newmont Corp

5.35 14M
Basic Materials

EQT Corp

4.96 13M
Energy

Agnico Eagle Mines Ltd

4.84 13M
Basic Materials

Berkshire Hathaway Inc Class B

4.84 13M
Financial Services

McKesson Corp

4.74 12M
Healthcare

Royal Gold Inc

4.72 12M
Basic Materials

Microchip Technology Inc

4.17 11M
Technology

United Rentals Inc

4.13 11M
Industrials

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