Muhlenkamp

(MUHLX)
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71.06 Up +0.12 +0.17%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 70.94
Category Large Blend
Net Assets 471.18 Mil
Yield 0.00%
Morningstar Risk Average
Morningstar Return Low
  • Last NAV update 9/17/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks to maximize total after-tax return to its shareholders through capital appreciation, and income from dividends and interest, consistent with reasonable risk. The fund invests primarily in companies determined by the Adviser to be highly profitable, yet undervalued. In pursuing its investment objectives, it may also invest in securities of foreign issuers, including ADRs. The fund may purchase investment grade fixed-income or debt securities, of any maturity or duration, from time to time as substitutes for stocks when the Adviser determines that market conditions warrant their purchase.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 6.14% -4.74% 12.52% 34.43% 4.45%
Value ($) 10,613.53 10,110.27 11,375.72 15,292.40 15,973.51
  • Year to date performance as of 9/17/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Muhlenkamp
Fund Manager Ronald Muhlenkamp
Tenure (Years) 26
Fund Status Open
Minimum Initial Purchase 1,500.00
Minimum IRA Investment 1,500.00
Front Load 0.00
Expense Ratio 1.26%
PERFORMANCE
Symbol Value ($)
1 Month 1.83%
3 Months 0.64%
1 Year 11.88%
3 Years* 16.99%
5 Years* 9.94%
  • * Annualized returns
  • Performance as of 9/17/2014 12:00 AM ET
PEER COMPARISON
  MUHLX Large Blend
5-Yr Return 9.94% 14.31%
Sharpe Ratio 1.33 2.52
Net Assets 471.18 Mil 1.04 Bil
Avg Market Cap 18.31 Bil 97.84 Bil
Avg P/E 15.94 17.87
Portfolio Turnover 26 61
HOLDINGS
Symbol Value ($)
Stocks 95.35%
Cash 4.49%
Fixed Income 0.00%
Other 1.04%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 11:46 AM ET
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