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Muhlenkamp

MUHLX
43.43
-0.17
-0.39%
2/9/2016
5 Years
  • Previous Close

    43.60

  • Net Assets

    274.73M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.27%

  • Category

    Large Blend

  • Morningstar Risk

    Above 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. It may invest up to 100% of its assets in cash, cash equivalents, and high-quality, short-term debt securities and money market instruments.

Purchase Information

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

Inception

11/1/1988

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