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 342 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 Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | MUHLX vs VITPX |
Best Risk-Adjusted Alternatives to MUHLX
MUHLX has a PortfoliosLab risk / return rank of 29. There are 322 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | MUHLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | MUHLX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | MUHLX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MUHLX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MUHLX vs IGIAX |
Top Performing MUHLX Alternatives (YTD)
MUHLX is at 9.77% YTD. There are 146 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | MUHLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | MUHLX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | MUHLX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | MUHLX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | MUHLX vs FLVCX |
Lowest Volatility Alternatives to MUHLX
MUHLX has 14.48% 1-year volatility. There are 342 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | MUHLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MUHLX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | MUHLX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | MUHLX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | MUHLX vs FSUVX |
Lowest Drawdown Alternatives to MUHLX
MUHLX has a 1-year max drawdown of -10.23%. There are 290 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | MUHLX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MUHLX vs ORDNX | |
| 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 |
Often Compared With MUHLX
Investors most often compare MUHLX with OAKMX, FMILX, ITOT. These 20 comparison targets span 6 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