Unclaimed Property

State unclaimed property requirements may impact your account(s) with the Muhlenkamp Fund.

More states are adopting unclaimed property laws whereby your account(s) may be considered “abandoned property” if the Muhlenkamp Fund is unable to demonstrate affirmative contact with you over a state prescribed length of time. Under these laws, your state could mandate that we transfer your account(s) to their unclaimed property division.

We recommend you contact us regarding your account(s) no less than annually to prevent them from being considered abandoned. Available options for establishing contact are:

Please contact our Shareholder Services Department at 877-935-5520 extension 4 with any questions you have regarding this information, or if we can be of any other assistance. Unclaimed property rules vary by state. You may visit the National Association of Unclaimed Property Administrators website at www.unclaimed.org for more information.

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The Muhlenkamp Fund did not make any capital gains or income distributions in 2016. More ›

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