Reports

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Fund Prospectus

Summary Prospectus

Statement of Additional Information (SAI), April 30, 2022

Annual Report, December 31, 2021

Total Portfolio Holdings, March 31, 2022

Total Portfolio Holdings, September 30, 2021

Proxy Voting: Policies and Procedures

Report Archives

2021
Annual Report (12/31/21, Audited)
Semi-Annual Report (6/30/21, Unaudited)

2020
Annual Report (12/31/20, Audited)
Semi-Annual Report (6/30/20, Unaudited)

2019
Annual Report (12/31/19, Audited)
Semi-Annual Report (6/30/19, Unaudited)

Fund Navigation

Announcements

2021 Distribution

The Muhlenkamp Fund paid distributions in 2021. The record date for the distributions was December 29, 2021 and the ex-dividend...
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Important Tax Return Documents Available

The 2021 Muhlenkamp Fund tax forms are now available for viewing online at: Account Access. After logging in and accessing...
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