MUHLX Rating, Research - Muhlenkamp

Muhlenkamp (muhlx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 77

Threats + Weaknesses = 81

When strengths & opportunities substantially exceed threats & weaknesses an investment in the muhlx mutual fund has great long term potential.

Fund Management Team

Muhlenkamp Funds

Fund Description Update

Muhlenkamp (MUHLX) Description: MUHLX is a mutual fund, which is an investment that owns a basket of assets. The MUHLX mutual fund was provided by Muhlenkamp and this investment vehicle derives the majority of its value from equity holdings (stocks). Muhlenkamps mutual fund has a long management tenure and is in the large fund size classification. MUHLXs minimum initial investment amount is $1500 while the IRA minimum is $1500. MUHLXs expense ratio is roughly 1%. The latest MUHLXs front end load was 0% and the back end load was 0%. The Muhlenkamp (MUHLX) mutual fund falls under the large-cap value category. MUHLX focuses its investments in USA and MUHLX is not affiliated with a particular industry or fund sector. The Muhlenkamp (MUHLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MUHLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MUHLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities (see equity research). The fund normally invests at least 80% of assets in equity securities (see equity research) of large companies, including common stocks (see stock research), and debt and preferred stocks (see stock research) which are convertible to common stock. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase. The fund invests primarily in common stocks (see stock research).

Management Analysis Update

Performance Analysis Update