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Medalist Rating as of | See Muhlenkamp Investment Hub
  • NAV / 1-Day Return 62.00  /  1.16 %
  • Total Assets 227.2 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.90%
  • Turnover 15%

Morningstar’s Analysis MUHLX

Will MUHLX outperform in future?

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

Muhlenkamp’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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.

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Portfolio Holdings MUHLX

  • Current Portfolio Date
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

12.68
27,738,355
Cash and Equivalents
5.41
11,831,399
Healthcare
5.40
11,810,181
Energy
5.34
11,684,808
Energy
5.23
11,451,018
Consumer Cyclical
4.42
9,665,822
Energy
4.11
9,001,850
Industrials
4.03
8,827,210
Financial Services
3.91
8,560,788
Technology
3.76
8,229,893
Healthcare