ONLINE FUND ACCESS Muhlenkamp Fund Shareholder Login




2023 Distribution

The Muhlenkamp Fund paid distributions in 2023. The record date for the distributions was December 27, 2023 and the ex-dividend date, reinvestment date, and payable date was December 28, 2023.

You received the following distributions based on the shares you owned as of December 27, 2023:

Type of Distribution
Income Dividend Distribution
Short-term Capital Gains Distribution
Long-term Capital Gains Distribution
Distribution Amount
$0.55327155 per share
$0.00000000 per share
$0.00000000 per share

Please see the Fund Distributions page for additional information including distribution frequently asked questions (FAQs). Note: This information is for tax planning purposes and should not be used for tax reporting.

Important Tax Return Documents

The 2023 Muhlenkamp Fund tax forms are available for viewing online at: Account Access. After logging in and accessing your account, select STATEMENTS under the STATEMENTS & HISTORY menu and click on the TAX FORMS tab. A listing of the available tax forms will appear. Click on the tax form link you would like to view; it will open in a new window in a PDF format. You will need Acrobat Reader to view your tax form, which is available as a free download. If you have any questions concerning your account, difficulty viewing your statement, or require additional assistance, please contact a Shareholder Services Representative at (800) 860-3863. Shareholder Services Representatives are available Monday to Friday from 9:00 a.m. to 8:00 p.m. ET.