MHELX Mutual Fund

MHELX Mutual Fund (MH Elite Small Cap Fund of Funds) is managed by MH Elite with $14.7M in net assets. MHELX expense ratio is 2.07%, holding 13 positions across various sectors. Inception date: 1998-09-01.

MHELX performance shows a YTD return of 12.85%. The 1-year return is 16.72% and the 5-year return is 6.52%.

MHELX top holdings include Money Market (11.5%), Aegis Value Fund Class I (10.7%), Oberweis Micro-Cap Investor Class (9.9%), Hood River Small-Cap Growth Instl (8.6%), Invesco Small Cap Value Fund (8.5%). Go to all MHELX holdings, MHELX sectors, or MHELX dividends.

MHELX can be compared against other funds. Use MHELX overlap to find shared positions, or MHELX vs another fund for a side-by-side view. MHELX alternatives are available via the screener, along with tax-loss harvesting opportunities.