Mh Elite Small Fund Quote

MHELX Fund  USD 8.05  0.06  0.74%   

Performance

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Odds Of Distress

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Low
Mh Elite is trading at 8.05 as of the 23rd of July 2025; that is 0.74 percent down since the beginning of the trading day. The fund's open price was 8.11. Mh Elite has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests at least 80 percent of its total assets in 12 to 25 unaffiliated open-end mutual funds which in turn, invest principally in common stocks of small and micro-capitalization companies. The adviser currently considers small and micro-capitalization companies to be those with a market capitalization that falls within the range of the Russell 2000 Index.. More on Mh Elite Small

Moving together with MHELX Mutual Fund

  0.97MHEFX Mh Elite FundPairCorr
  0.96MHEIX Mh Elite IncomePairCorr
  0.97MHESX Mh Elite SelectPairCorr
  0.97CGRGX American Funds GrowthPairCorr
  0.97FPGGX American Funds GrowthPairCorr

Moving against MHELX Mutual Fund

  0.34GABFX Gmo Asset AllocationPairCorr

MHELX Mutual Fund Highlights

Fund ConcentrationMH Elite Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, MH Elite (View all Sectors)
Update Date30th of June 2025
Mh Elite Small [MHELX] is traded in USA and was established 23rd of July 2025. Mh Elite is listed under MH Elite category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of MH Elite family. This fund now has accumulated 7.71 M in assets with minimum initial investment of 10 K. Mh Elite Small is currently producing year-to-date (YTD) return of 1.06%, while the total return for the last 3 years was 11.09%.
Check Mh Elite Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on MHELX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding MHELX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mh Elite Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Mh Elite Small Mutual Fund Constituents

MECIXAmg Managers CadenceMutual FundForeign Small/Mid Blend
ARIMXAmg River RoadMutual FundSmall Value
WICVXWasatch Small CapMutual FundSmall Blend
VTMSXVanguard Tax Managed Small CapMutual FundSmall Blend
VSIAXVanguard Small Cap ValueMutual FundSmall Value
PXSGXVirtus Kar Small CapMutual FundSmall Growth
PVIVXParadigm Micro Cap FundMutual FundSmall Blend
PSCSXPimco Small CapMutual FundSmall Blend
More Details

Mh Elite Small Risk Profiles

Mh Elite Against Markets

Other Information on Investing in MHELX Mutual Fund

Mh Elite financial ratios help investors to determine whether MHELX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MHELX with respect to the benefits of owning Mh Elite security.
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