| 62.95 Net Asset Value | +1.27% 1 Day | +20.55% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.27% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +10.13% | 3 years | +10.66% | |
| 3 months | +9.29% | 5 years | +2.10% | |
| 1 year | +32.99% | Since inception | +9.83% |
| MUHLX | Category | |
|---|---|---|
| Performance 5-yr return | +2.10% | +4.80% |
| Expense ratio | 1.27% | 1.17% |
| Risk 5 year sharpe ratio | 0.17 | 0.30 |
| Net assets | $453.7M | $2.7B |
| Average market cap | $21.5B | $57.0B |
| Average P/E | 10.8 | 16.4 |
| Portfolio turnover | 38% | 38% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Muhlenkamp |
| Fund manager & tenure | Ronald Muhlenkamp / 24 Years |
| Minimal initial investment | $1,500.00 |
| Minimum IRA investment | $1,500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 28.02% |
| Telecommunication | 15.23% |
| Consumer goods | 12.73% |
| Consumer service | 9.80% |
| Financial service | 7.96% |
| PM Philip Morris International, Inc. | 5.66% |
| ADS Alliance Data Systems Corporation | 5.39% |
| MSFT Microsoft Corporation | 4.91% |
| SAH Sonic Automotive Inc | 4.78% |
| INTC Intel Corp | 4.64% |
| COV Covidien PLC | 4.64% |
| STT State Street Corp | 4.27% |
| JPM JPMorgan Chase & Co | 4.16% |
| HAL Halliburton Company | 3.29% |
| WPRT Westport Innovations | 3.11% |
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