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MUHLENKAMP FUND (MUHLX)

REPORTS

REPORTS

Documents meet regulatory requirements when viewed using Internet Explorer.

Fund Prospectus

Summary Prospectus

Statement of Additional Information (SAI), April 30, 2022

Semi-Annual Report, June 30, 2022

Total Portfolio Holdings, March 31, 2022

Total Portfolio Holdings, September 30, 2022

Proxy Voting: Policies and Procedures

REPORT ARCHIVES

2022
Semi-Annual Report (6/30/22, Unaudited)

2021
Annual Report (12/31/21, Audited)
Semi-Annual Report (6/30/21, Unaudited)

2020
Annual Report (12/31/20, Audited)
Semi-Annual Report (6/30/20, Unaudited)

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  • OVERVIEW
  • ACCOUNT ACCESS
  • OPEN AN ACCOUNT
  • ACCOUNT FORMS
  • PERFORMANCE
  • TOP 20 HOLDINGS
  • DISTRIBUTIONS
  • REPORTS
  • UNCLAIMED PROPERTY
  • FAQs
  • OUR APPROACH
  • ANNOUNCEMENTS

Announcements

2022 Distribution
The Muhlenkamp Fund paid distributions in 2022. The record date for the distributions was December 29, 2022 and the ex-dividend…
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Important Tax Return Documents 
The 2022 Muhlenkamp Fund tax forms will be available for viewing online at: Account Access. After logging in and accessing…
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While the Fund is no-load, management fees and other expenses will apply. Please refer to the prospectus for further details.

Prospectus

Past performance does not guarantee future results.

Mutual fund investing involves risk. Principal loss is possible. The Fund may invest in foreign securities which involves political, economic and currency risks, greater volatility and differences in accounting methods. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. The Fund may invest in small- or mid-cap companies, which involve additional risks such as limited liquidity and greater volatility.

The opinions expressed are those of Muhlenkamp & Co. and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

Information contained on this web site does not constitute an offer to sell, or a solicitation of an offer to buy shares of the Muhlenkamp Fund, nor shall any shares be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.

The Muhlenkamp Fund is distributed by Quasar Distributors, LLC.

OUR OFFICE

We are located in the northern suburbs of the city of Pittsburgh in Wexford, Pennsylvania. Our office is open from 8:30 a.m. until 5:00 p.m. EST, Monday through Friday.

Please call 877-935-5520 to schedule a visit.

Muhlenkamp & Company, Inc.
5000 Stonewood Drive • Suite 300
Wexford, PA 15090

Muhlenkamp & Company, Inc. BBB Business Review

INTELLIGENT INVESTMENT MANAGEMENT

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