MH Elite Small Cap Fund of FundsMHELX
Type
Mutual fund
Peer group
Allocation
Net assets
$12.6M
Expense ratio
2.13%
1-year return
+42.0%
3 years, a year
+17.8%
5 years, a year
+12.0%
Holdings
13
What it aims to do.
The Fund seeks long term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Aegis Funds | 11.30% |
| Oberweis Funds | 10.20% |
| Manager Directed Portfolios | 9.04% |
| Invesco Sector | 8.98% |
| Vanguard Index Funds | 7.48% |
| Professionally Managed Portfolios | 7.41% |
| Fidelity Capital Trust | 7.28% |
| Capitol Series Trust | 7.04% |
| James Advantage Funds | 6.45% |
| Vanguard Index Funds | 6.40% |
More on MHELX.
- MHELX overview
- MHELX holdings
- MHELX risk
- MHELX costs
- MHELX money in and out
- MHELX share classes
- Compare MHELX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.