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 336 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 | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | MUHLX vs WBREOX |
Best Risk-Adjusted Alternatives to MUHLX
MUHLX has a PortfoliosLab risk / return rank of 37. There are 298 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 | 15.30B | Dec 2004 | MUHLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | MUHLX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | MUHLX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | MUHLX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | MUHLX vs GTLOX |
Top Performing MUHLX Alternatives (YTD)
MUHLX is at 11.53% YTD. There are 141 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | MUHLX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | MUHLX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | MUHLX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | MUHLX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | MUHLX vs IGIAX |
Lowest Volatility Alternatives to MUHLX
MUHLX has 13.98% 1-year volatility. There are 346 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | MUHLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | MUHLX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | MUHLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | MUHLX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | MUHLX vs FULVX |
Lowest Drawdown Alternatives to MUHLX
MUHLX has a 1-year max drawdown of -10.23%. There are 287 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 5 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