Muhlenkamp Fund (MUHLX) Alternatives
Muhlenkamp Fund (MUHLX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MUHLX. 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 MUHLX
MUHLX charges 1.14% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among MUHLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | MUHLX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | MUHLX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | MUHLX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | MUHLX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | MUHLX vs SSSYX |
Best Risk-Adjusted Alternatives to MUHLX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | MUHLX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | MUHLX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | MUHLX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | MUHLX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | MUHLX vs DHAMX |
Top Performing MUHLX Alternatives (YTD)
MUHLX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | MUHLX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | MUHLX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | MUHLX vs YFSIX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | MUHLX vs RCKSX | |
| Pin Oak Equity | 5.66% | Aug 3, 1992 | MUHLX vs POGSX |
Lowest Volatility Alternatives to MUHLX
MUHLX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | MUHLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | MUHLX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | MUHLX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | MUHLX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | MUHLX vs QUERX |
Lowest Drawdown Alternatives to MUHLX
MUHLX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | MUHLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | MUHLX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | MUHLX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | MUHLX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | MUHLX vs GQEIX |
Often Compared With MUHLX
What investors most often compare with MUHLX, based on PortfoliosLab usage data.
Compare MUHLX with Any Fund or Stock
Compare MUHLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.