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Muhlenkamp Fund: (MF: MUHLX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$69.71 USD
-0.13 (-0.19%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
Incepted in November 1988, the fund is managed by Muhlenkamp & Company, Inc. The fund seeks to maximize total return, consistent with reasonable risk. The fund primarily invests in the common stock of highly profitable companies, as measured by Return on Equity (ROE), that sell at value prices, as measured by Price to Earnings ratios (P/E). Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Muhlenkamp Fund | MUHLX | NA | NA | 0.00 | 0.00 | 1.00 | 1.20 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Muhlenkamp Fund | MUHLX | 69.71 | 11/1/1988 | 0.50 | 11.13 | 13.09 | 17.86 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Muhlenkamp Fund | MUHLX | 1500 | 50 | 0 | A |
Contact Information
| Family | Muhlenkamp |
| Address | 5000 Stonewood Drive, Suite 300 Wexford, PA 15090 |
| Phone | 800 860-3863 |