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.

Fund Facts


Multi-Cap Core

Inception Date


Ticker Symbol




Min Initial Investment

$1,500 or $200 (AIP)*

Sales Charge


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


2015 Distribution

Our companies and their stocks have done well for us the past few years, but harvest time has arrived and...
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