Muhlenkamp FundMUHLX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$267.8M
Expense ratio
1.24%
1-year return
+23.9%
3 years, a year
+17.1%
5 years, a year
+13.9%
Holdings
25
What it aims to do.
The Muhlenkamp Fund (the Fund) seeks to maximize total after-tax return to its shareholders through capital appreciation, and income from dividends and interest, consistent with reasonable risk.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First American Government Obli | 7.57% |
| EQT EQT Corp | 6.84% |
| AEM Agnico Eagle Mines Ltd | 6.16% |
| NEM Newmont Corp | 6.03% |
| RUSHA Rush Enterprises Inc | 5.90% |
| RGLD Royal Gold Inc | 5.85% |
| MCK McKesson Corp | 5.29% |
| BRK-B Berkshire Hathaway Inc | 4.51% |
| SLB SLB Ltd | 3.89% |
| WAB Westinghouse Air Brake Technol | 3.49% |
More on MUHLX.
- MUHLX overview
- MUHLX holdings
- MUHLX risk
- MUHLX costs
- MUHLX money in and out
- MUHLX share classes
- Compare MUHLX 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.