| 62.42 Net Asset Value | +0.77% 1 Day | +19.53% 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 | -0.84% | 3 years | +11.14% | |
| 3 months | +6.37% | 5 years | +3.44% | |
| 1 year | +29.39% | Since inception | +9.96% |
| MUHLX | Category | |
|---|---|---|
| Performance 5-yr return | +3.44% | +4.80% |
| Expense ratio | 1.27% | 1.18% |
| Risk 5 year sharpe ratio | 0.20 | 0.30 |
| Net assets | $468.2M | $2.7B |
| Average market cap | $22.2B | $59.2B |
| Average P/E | 13.8 | 16.2 |
| 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% |
| ADS Alliance Data Systems Corporation | 5.71% |
| COV Covidien PLC | 5.16% |
| STT State Street Corp | 5.09% |
| PM Philip Morris International, Inc. | 4.92% |
| SAH Sonic Automotive Inc | 4.53% |
| JPM JPMorgan Chase & Co | 4.26% |
| CELG Celgene Corporation | 4.22% |
| INTC Intel Corp | 4.17% |
| MSFT Microsoft Corporation | 3.72% |
| HAL Halliburton Company | 3.63% |
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