| 7.32 Net Asset Value | +0.27% 1 Day | +14.20% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 2.43% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +8.96% | 3 years | +11.14% | |
| 3 months | +6.73% | 5 years | +4.02% | |
| 1 year | +30.76% | Since inception | +7.76% |
| MHELX | Category | |
|---|---|---|
| Performance 5-yr return | +4.02% | +7.67% |
| Expense ratio | 2.43% | 1.34% |
| Risk 5 year sharpe ratio | 0.28 | 0.38 |
| Net assets | $5.2M | $748.4M |
| Average market cap | $1.6B | $1.9B |
| Average P/E | 16.9 | 17.7 |
| Portfolio turnover | 29% | 29% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | MH Elite |
| Fund manager & tenure | Harvey Merson / 14 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 16.32% |
| Financial service | 15.71% |
| Business service | 10.68% |
| Healthcare | 10.18% |
| Energy | 9.50% |
| PSCSX PIMCO Small Cap StocksPLUS AR Inst | 8.31% |
| FSCRX Fidelity Small Cap Discovery | 7.64% |
| HSCSX Homestead Small Company Stock | 7.07% |
| SSSFX SouthernSun Small Cap Investor | 6.89% |
| PRSVX T. Rowe Price Small-Cap Value | 6.71% |
| CAMSX Cambiar Small Cap Inv | 6.56% |
| HUSIX Huber Capital Small Cap Value Inv | 5.93% |
| WSCVX Walthausen Small Cap Value | 5.78% |
| JATTX Janus Triton T | 5.67% |
| TFSSX TFS Small Cap | 5.34% |
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