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Muhlenkamp (MUHLX) Fund Ranking and Research

Ranking, Research and Recommendation of Muhlenkamp (MUHLX) Fund

    Last Trade: $50.29 on 3/22/2017, Change: +0.26 (0.52%)

 

Graph of Muhlenkamp Fund (MUHLX) ManagerFund Manager - Ronald H. Muhlenkamp

Fund Manager Information

Fund Manager Tenure: 28.4 years
Fund Family: Muhlenkamp
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),
Muhlenkamp found Muhlenkamp & Company in 1977 and currently serves as the company's president. Previously, he was a senior portfolio manager with C.S. McKee & Company from 1975 to 1977. In 1970, he was a portfolio analyst with Integon Corporation, where he also managed the company's pension plan. He entered the investment business as a fundamental portfolio analyst, spending two years with Berkley Dean & Company. Muhlenkamp holds the Chartered Financial Analyst designation.  Get more insights on Ronald H. Muhlenkamp

 

Graph of Muhlenkamp Fund (MUHLX) ProfileMuhlenkamp Fund (MUHLX) Profile

Fund Profile and Description

Muhlenkamp Fund seeks total return, consistent with reasonable risk. Muhlenkamp Fund invests primarily in common stocks. Muhlenkamp Fund invests primarily in companies determined by the Adviser to be highly profitable, yet undervalued. It may purchase fixed-income or debt securities from time to time as substitutes for stocks when the Adviser determines that market conditions warrant. Under adverse market conditions it may take temporary defensive measures such as holding cash reserves without limit. It intends to invest for the long-term, but may sell stocks and other securities regardless of how long they have been held.

 

Muhlenkamp (MUHLX) Fund Strength What we like about Muhlenkamp (MUHLX) Fund

Data for Muhlenkamp Fund (MUHLX) as of May 30, 2016

  • Muhlenkamp Fund (MUHLX) management has been with Muhlenkamp Fund for 28.4 years
  • Muhlenkamp Fund (MUHLX) ratio of up-years vs down years is greater than 2
  • Muhlenkamp Fund (MUHLX) has an annual stock turnover rate of 19.46% vs Large Blend average of 53.12%. It is good that Muhlenkamp management does not trade extensively for its return.
  • Muhlenkamp Fund (MUHLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Muhlenkamp Fund (MUHLX) Weakness What we are cautious about Muhlenkamp (MUHLX) Fund

Data for Muhlenkamp Fund (MUHLX) as of May 30, 2016

  • Muhlenkamp Fund (MUHLX) has a less-than-ideal short-term performance (1-year return -14.95% vs -1.15% Large Blend category median performance)
  • Muhlenkamp Fund (MUHLX) has a less-than-ideal mid-term performance (3-year return -0.18% vs 9.43% Large Blend category median performance)
  • Muhlenkamp Fund (MUHLX) has a less-than-ideal Long-term performance (5-year return 3.69% vs 10.15% Large Blend category median performance)
  • Muhlenkamp Fund (MUHLX) has a Morningstar rating of 3 and below
  • Muhlenkamp Fund (MUHLX) is less safe compared to its Large Blend peers
  • Muhlenkamp Fund (MUHLX) does not have a good risk adjusted return as its 3-year Alpha of -10.5 is worse than category average of -1.74, and its 3-year Sharpe ratio is 0.04
  • Muhlenkamp Fund (MUHLX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.12 that is higher than category average of 11.67
  • Muhlenkamp Fund (MUHLX) has a higher expense ratio of 1.21% than its Large Blend average of 1.02%
See Muhlenkamp Fund (MUHLX) performance details as of May 30, 2016

 

What do you think?

 

Compare Muhlenkamp Fund (MUHLX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Muhlenkamp-6.50-14.95-0.183.69
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Muhlenkamp Fund (MUHLX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Muhlenkamp Fund (MUHLX) Net Asset TrackingMuhlenkamp (MUHLX) Fund Net Asset

Track net asset change of Muhlenkamp fund (MUHLX)

DateNet Asset
05/2016$285.00M
03/2016$289.40M
02/2016$284.75M
More historic net asset information on Muhlenkamp Fund (MUHLX)

  

Graph of Muhlenkamp Fund (MUHLX) Portfolio TrackingMuhlenkamp (MUHLX) Fund Portfolio Allocation

Track portfolio allocation change of Muhlenkamp fund (MUHLX)

DateCashStockBondOther
03/201634.14%65.86%0%0%
12/201521.34%78.66%0%0%
09/201523.8%76.2%0%0%
Click here to see more historic asset allocation information on Muhlenkamp Fund (MUHLX)

 

graph of Muhlenkamp Fund (MUHLX) Top 10 Position TrackingTop 10 Holdings in Muhlenkamp (MUHLX) Fund

Discover what Muhlenkamp Fund (MUHLX) manager is buying

Mar 30, 2016
Alliance Data Systems Corporati [7.59%]
Gilead Sciences, Inc. [5.7%]
Apple Inc. [4.72%]
Bristol-Myers Squibb Company Co [3.96%]
Microsoft Corporation [3.81%]
ON Semiconductor Corporation [3.44%]
Hanesbrands Inc. Common Stock [3.13%]
Allegiant Travel Company [3.07%]
Teva Pharmaceutical Industries [2.77%]
Spirit Airlines, Inc. [2.48%]

Dec 30, 2015
Alliance Data Systems Corporati [8.48%]
JP Morgan Chase & Co. Common St [6.21%]
Gilead Sciences, Inc. [5.58%]
Celanese Corporation Celanese C [4.6%]
Apple Inc. [4.06%]
Arris Grp Inc Ne [3.93%]
Bristol-Myers Squibb Company Co [3.79%]
Microsoft Corporation [3.79%]
Delta Air Lines, Inc. Common St [3.5%]
ON Semiconductor Corporation [3.12%]

Sep 29, 2015
Alliance Data Systems Corporati [7.49%]
JP Morgan Chase & Co. Common St [5.41%]
Gilead Sciences, Inc. [5.11%]
Apple Inc. [4.01%]
ARRIS Group, Inc. [3.91%]
Celanese Corporation Celanese C [3.82%]
Allegiant Travel Company [3.12%]
Bristol-Myers Squibb Company Co [3.08%]
Delta Air Lines, Inc. Common St [2.92%]
Microsoft Corporation [2.86%]
Click here for Stock Holding Change Map in Muhlenkamp Fund (MUHLX)

  

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Muhlenkamp Fund (MUHLX) Related ResourcesSee more information on Muhlenkamp (MUHLX) Fund

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