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Muhlenkamp

MUHLX
45.55
-0.33
-0.72%
5/4/2016
5 Years
  • Previous Close

    45.88

  • Net Assets

    278.73M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.21%

  • Category

    Large Blend

  • Morningstar Risk

    Average

  • Morningstar Rating
Profile

Name of Issuer

Muhlenkamp

Fund Style

Open

Fund Manager

Ronald Muhlenkamp

Investment Style

Large Blend

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. Muhlenkamp & Company, Inc. (the "Adviser") looks for companies the advisor believes to have above-average profitability, as measured by corporate return-on-equity, and that sell at below-average prices, as measured by price-to-earnings-ratios.

Purchase Information

Initial Purchase 1,500
Initial Purchase: IRA NA
Initial Purchase: AIP 200

Inception

11/1/1988

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