MUHLX Mutual Fund

MUHLX Mutual Fund (Muhlenkamp Fund) is managed by Muhlenkamp & Company with $266.7M in net assets. MUHLX expense ratio is 1.24%, holding 22 positions across sectors including Financials, Materials, Industrials. Inception date: 1988-11-01.

MUHLX performance shows a YTD return of 19.92%. The 1-year return is 26.18% and the 5-year return is 12.94%. MUHLX dividend yield stands at 2.78%, paid annually.

MUHLX top holdings include First American Government Obligations Fund (20.6%), Rush Enterprises Inc (6.7%), Newmont Corp Common (5.3%), EQT Corp. (5.0%), Agnico Eagle Mines Ltd (4.8%). Go to all MUHLX holdings, MUHLX sectors, or MUHLX dividends.

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