Announcements

Important Tax Return Documents Available

Your current Muhlenkamp Fund tax form is now available for viewing online at: Account Access. After logging in and accessing your account, select STATEMENTS under the STATEMENTS & HISTORY menu and click on the TAX FORMS tab. A listing of the available tax forms will appear. Click on the tax form link you would like to view; it will open in a new window in a PDF format. You will need Acrobat Reader to view your tax form, which is available as a free download. If you have any questions concerning your account, difficulty viewing your statement, or require additional assistance, please contact a Shareholder Services Representative at (800) 860-3863. Shareholder Services Representatives are available Monday to Friday from 9:00 a.m. to 8:00 p.m. ET.

2019 Distributions

The Muhlenkamp Fund paid distributions in 2019. The record date for the distributions was December 26, 2019 and the ex-dividend date, reinvestment date, and payable date was December 27, 2019.

You received the following distributions based on the shares you owned as of December 26, 2019:
Type of Distribution Amount
Income Dividend Distribution $0.19187090 per share
Short-term Capital Gains Distribution $0.00000000 per share
Long-term Capital Gains Distribution $0.40243000 per share


Please see the Fund Distributions page for additional information including distribution frequently asked questions (FAQs). Note: This information is for tax planning purposes and should not be used for tax reporting.

Fund Navigation

Announcements

Important Tax Return Documents Available

Your current Muhlenkamp Fund tax form is now available for viewing online at: Account Access. After logging in and accessing...
More ›

2019 Distributions

The Muhlenkamp Fund paid distributions in 2019. The record date for the distributions was December 26, 2019 and the ex-dividend...
More ›

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