MUHLENKAMP FUND (MUHLX)
NAV | $50.87 |
NAV Change (Dollars) | $-1.58 |
As of Date | 2/25/2021 |
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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 Manager:
Jeffrey P. Muhlenkamp, CFA, 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. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201
(800) 860-3863
Custodian
U.S. Bank, N.A.