Fund Overview

SQ
View Complete Performance Data

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 Manager: 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

Custodian
U.S. Bank, N.A.

/

Fund Facts

Style

Multi-Cap Core

Inception Date

11/01/1988

Ticker Symbol

MUHLX

CUSIP

56166Y438

Min Initial Investment

$1,500 or $200 (AIP)*

Sales Charge

None

Expense Ratio

1.21% **

*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.

**The Expense Ratio shown above has been restated to reflect the estimated expenses for the Fund’s current fiscal year.

Fund Navigation

Announcements

2014 Distributions

On December 29, 2014 the Muhlenkamp Fund made a long-term capital gain distribution in the amount of $9.05091 per share....
More ›

Connect with Muhlenkamp

CLICK HERE TO Sign-Up for Our Newsletter and E-news Updates