Fund Overview

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Objective: The investment objective of the Muhlenkamp Fund is to maximize total after-tax return to its shareholders through capital appreciation, and income from dividends and interest, consistent with reasonable risk.

Strategy: Invest in the common stock of highly profitable companies, as measured by Return on Equity (ROE), that sell at value prices, as measured by Price-to-Earnings Ratios (P/E).

Portfolio Managers:
Ronald H. Muhlenkamp, CFA has been active in professional investment management since 1968. He is a graduate of both M.I.T. and the Harvard Business School.

Jeffrey P. Muhlenkamp, Investment Analyst and Co-Manager, has been active in professional investment management since 2008. He is a graduate of both the United States Military Academy and Chapman University.

Investment Adviser
Muhlenkamp & Company, Inc.
(877) 935-5520

Administrator and Transfer Agent
U.S. Bancorp Fund Services, LLC.
P.O. Box 701
Milwaukee, WI  53201
(800) 860-3863

U.S. Bank, N.A.

Account Access

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Fund Facts


Multi-Cap Core

Inception Date


Ticker Symbol




Min Initial Investment

$1,500 or $200 (AIP)*

Sales Charge


Expense Ratio


*The minimum investment is reduced to $200 if the Automatic Investment Plan option is chosen. A program of regular investing cannot assure a profit or protect against a loss in a declining market.

Fund Navigation


IRA Annual Maintenance Fee

To allow you to preserve the assets in your IRA, you are able to pay your annual maintenance fees using...
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