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 a closer substitute for your current allocation.
Cheapest Alternatives to MUHLX
MUHLX charges 1.14% annually. There are 335 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | MUHLX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | MUHLX vs VSMPX |
Best Risk-Adjusted Alternatives to MUHLX
MUHLX has a PortfoliosLab risk / return rank of 59. There are 154 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | MUHLX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | MUHLX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | MUHLX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MUHLX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | MUHLX vs POGSX |
Top Performing MUHLX Alternatives (YTD)
MUHLX is at 11.61% YTD. There are 72 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | MUHLX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | MUHLX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | MUHLX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | MUHLX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | MUHLX vs IGIAX |
Lowest Volatility Alternatives to MUHLX
MUHLX has 14.51% 1-year volatility. There are 331 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | MUHLX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | MUHLX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | MUHLX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | MUHLX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | MUHLX vs SILVX |
Lowest Drawdown Alternatives to MUHLX
MUHLX has a 1-year max drawdown of -10.23%. There are 288 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MUHLX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MUHLX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MUHLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MUHLX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | MUHLX vs AMFEX |
Often Compared With MUHLX
Investors most often compare MUHLX with OAKMX, FMILX, ITOT. These 20 comparison targets span 8 categories, 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.
Pair MUHLX with funds that move differently
Muhlenkamp Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MUHLX.
Explore MUHLX Diversifiers