Important Tax Return Documents AvailableYour 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 DistributionsThe 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.