Muhlenkamp

(MUHLX)
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71.99 Up +0.18 +0.25%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 71.81
Category Large Blend
Net Assets 486.28 Mil
Yield 0.00%
Morningstar Risk Average
Morningstar Return Low
  • Last NAV update 8/29/2014 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 principally invests in a diversified list of common stocks of companies of any capitalization, determined by the investment adviser to be highly profitable, yet undervalued. In pursuing its investment objectives, it may also invest in securities of foreign issuers. The fund may purchase fixed-income or debt securities from time to time as substitutes for stocks when the Adviser determines that market conditions warrant their purchase.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 6.14% -4.74% 12.52% 34.43% 5.82%
Value ($) 10,613.53 10,110.27 11,375.72 15,292.40 16,182.56
  • Year to date performance as of 8/29/2014 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 2.21%
3 Months 3.76%
1 Year 17.65%
3 Years* 17.43%
5 Years* 11.16%
  • * Annualized returns
  • Performance as of 8/29/2014 12:00 AM ET
PEER COMPARISON
  MUHLX Large Blend
5-Yr Return 11.16% 15.23%
Sharpe Ratio NA 1.59
Net Assets 486.28 Mil 1.04 Bil
Avg Market Cap 20.82 Bil 95.78 Bil
Avg P/E 15.01 17.59
Portfolio Turnover 26 61
HOLDINGS
Symbol Value ($)
Stocks 98.45%
Cash 1.48%
Fixed Income 0.00%
Other 0.93%
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 7:38 AM ET
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