MH Elite Small Cap Fund of Funds Fund (MHELX) Alternatives
MH Elite Small Cap Fund of Funds Fund (MHELX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MHELX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MHELX
MHELX charges 1.25% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among MHELX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | MHELX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | MHELX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | MHELX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | MHELX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | MHELX vs BWBIX |
Best Risk-Adjusted Alternatives to MHELX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | MHELX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | MHELX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | MHELX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | MHELX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | MHELX vs PMAIX |
Top Performing MHELX Alternatives (YTD)
MHELX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | MHELX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | MHELX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | MHELX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | MHELX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | MHELX vs CONWX |
Lowest Volatility Alternatives to MHELX
MHELX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | MHELX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | MHELX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | MHELX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | MHELX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | MHELX vs SICIX |
Lowest Drawdown Alternatives to MHELX
MHELX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | MHELX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | MHELX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | MHELX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | MHELX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | MHELX vs SICIX |
Other Mutual Funds from MH Elite
Most popular MH Elite mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MH Elite Income Fund of Funds | Global Allocation | 60 | -0.74% | Aug 14, 2011 | MHELX vs MHEIX | |
| MH Elite Fund of Funds Fund | Diversified Portfolio | 6 | -13.72% | Jan 12, 2004 | MHELX vs MHEFX | |
| MH Elite Select Portfolio of Funds Fund | Global Allocation | 67 | -1.22% | Apr 5, 2006 | MHELX vs MHESX |
Often Compared With MHELX
What investors most often compare with MHELX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | MHELX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | MHELX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | MHELX vs QBDSX |
Compare MHELX with Any Fund or Stock
Compare MHELX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.