Muhlenkamp Fund Institutional Fund Quote
| MUHLX Fund | USD 69.96 0.12 0.17% |
PerformanceSolid
| Odds Of DistressLow
|
Muhlenkamp Fund is trading at 69.96 as of the 24th of July 2025; that is 0.17 percent up since the beginning of the trading day. The fund's open price was 69.84. Muhlenkamp Fund 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 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund principally invests in a diversified list of common stocks of companies of any capitalization, determined by the investment adviser to be highly profitable, yet undervalued. The Adviser looks for companies the advisor believes to have above-average profitability, as measured by corporate return-on-equity, and that sell at below-average prices, as measured by price-to-earnings-ratios.. More on Muhlenkamp Fund Institutional
Moving together with Muhlenkamp Mutual Fund
Muhlenkamp Mutual Fund Highlights
| Fund Concentration | Muhlenkamp Funds, Large Funds, Large Value Funds, Large Value, Muhlenkamp, Large, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Muhlenkamp Fund Institutional [MUHLX] is traded in USA and was established 24th of July 2025. Muhlenkamp Fund is listed under Muhlenkamp category by Fama And French industry classification. The fund is listed under Large Value category and is part of Muhlenkamp family. This fund now has accumulated 220.62 M in assets with minimum initial investment of 1.5 K. Muhlenkamp Fund Inst is currently producing year-to-date (YTD) return of 8.22% with the current yeild of 0.01%, while the total return for the last 3 years was 12.68%.
Check Muhlenkamp Fund 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 Muhlenkamp 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 Muhlenkamp 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 Muhlenkamp Fund Institutional 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 Muhlenkamp Fund Institutional Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information | |
| CE | Celanese | Stock | Materials | |
| AZO | AutoZone | Stock | Consumer Discretionary | |
| WCC | WESCO International | Stock | Industrials | |
| RUSHA | Rush Enterprises A | Stock | Industrials | |
| MTZ | MasTec Inc | Stock | Industrials | |
| MTH | Meritage | Stock | Consumer Discretionary |
Muhlenkamp Fund Inst Risk Profiles
| Mean Deviation | 0.4712 | |||
| Semi Deviation | 0.4584 | |||
| Standard Deviation | 0.6308 | |||
| Variance | 0.3979 |
Muhlenkamp Fund Against Markets
Other Information on Investing in Muhlenkamp Mutual Fund
Muhlenkamp Fund financial ratios help investors to determine whether Muhlenkamp 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 Muhlenkamp with respect to the benefits of owning Muhlenkamp Fund security.
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