Muhlenkamp Fund Competition

MUHLX Fund

USD 81.65 0.83 1.03%

Muhlenkamp Fund Inst competes with Hennessy Small, Nuveen Small, Guggenheim Styleplus, T Rowe, and RiverNorthDoubleLine; as well as few others. The fund is listed under Large Value category and is part of Muhlenkamp family. Analyzing Muhlenkamp Fund competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Muhlenkamp Fund to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Muhlenkamp Fund Correlation with its peers.

Muhlenkamp Fund vs Templeton Emerging Correlation

Almost no diversification

The correlation between Muhlenkamp Fund Institutional and EMF is 0.92 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Muhlenkamp Fund Institutional and EMF in the same portfolio, assuming nothing else is changed.

Moving together with Muhlenkamp Mutual Fund

0.97	VVIAX	Vanguard Value Index	Pair Corr
0.89	AWSHX	Washington Mutual	Pair Corr
0.89	WSHCX	Washington Mutual	Pair Corr
0.91	WSHFX	Washington Mutual	Pair Corr

Moving against Muhlenkamp Mutual Fund

0.39

AMRMX

American Mutual

Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
80.64	81.65	82.66

Details

Intrinsic

Valuation

Low	Real	High
73.49	86.99	88.00

Details

Muhlenkamp Fund Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Muhlenkamp Fund and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Muhlenkamp and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Muhlenkamp Fund Inst does not affect the price movement of the other competitor.

	HSFNX	FMPFX	SECEX	TRRUX	OPP	IIF	RIV	NUW	SBFCX	EMF
HSFNX		0.83	0.59	0.78	0.3	-0.41	0.91	0.76	0.76	0.7	HSFNX
FMPFX	0.83		0.68	0.84	0.27	-0.36	0.84	0.62	0.91	0.66	FMPFX
SECEX	0.59	0.68		0.68	0.16	-0.25	0.7	0.61	0.77	0.55	SECEX
TRRUX	0.78	0.84	0.68		0.58	-0.51	0.89	0.82	0.8	0.87	TRRUX
OPP	0.3	0.27	0.16	0.58		-0.47	0.52	0.52	0.19	0.7	OPP
IIF	-0.41	-0.36	-0.25	-0.51	-0.47		-0.6	-0.38	-0.45	-0.75	IIF
RIV	0.91	0.84	0.7	0.89	0.52	-0.6		0.8	0.82	0.87	RIV
NUW	0.76	0.62	0.61	0.82	0.52	-0.38	0.8		0.62	0.82	NUW
SBFCX	0.76	0.91	0.77	0.8	0.19	-0.45	0.82	0.62		0.68	SBFCX
EMF	0.7	0.66	0.55	0.87	0.7	-0.75	0.87	0.82	0.68		EMF
	HSFNX	FMPFX	SECEX	TRRUX	OPP	IIF	RIV	NUW	SBFCX	EMF

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High positive correlations

RIV	+ 0.91	HSFNX
SBFCX	+ 0.91	FMPFX
RIV	+ 0.89	TRRUX
EMF	+ 0.87	TRRUX
EMF	+ 0.87	RIV
TRRUX	+ 0.84	FMPFX

High negative correlations

EMF	- 0.75	IIF
RIV	- 0.6	IIF
IIF	- 0.51	TRRUX
IIF	- 0.47	OPP
SBFCX	- 0.45	IIF
IIF	- 0.41	HSFNX

Risk-Adjusted Indicators

There is a big difference between Muhlenkamp Mutual Fund performing well and Muhlenkamp Fund Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Muhlenkamp Fund's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
HSFNX	1.27	0.39	0.32	0.47	0.74	(1.70)	3.76	(1.13)	14.51
FMPFX	1.04	0.05	0.04	0.13	1.06	(1.19)	2.34	(1.78)	6.65
SECEX	0.59	0.00	(0.10)	0.01	0.83	(0.58)	1.13	(1.46)	3.80
TRRUX	0.28	0.07	0.03	0.31	0.00	(0.38)	0.57	(0.42)	4.52
OPP	0.36	0.00	(0.11)	0.11	0.46	(0.39)	0.77	(0.89)	2.43
IIF	0.57	(0.09)	0.00	(0.15)	0.00	0.00	0.93	(0.96)	4.47
RIV	0.48	0.07	0.03	0.26	0.34	(0.56)	1.00	(0.82)	2.96
NUW	0.27	0.03	(0.15)	(11.34)	0.25	(0.31)	0.55	(0.63)	1.52
SBFCX	0.30	0.03	(0.17)	(0.59)	0.30	(0.35)	0.66	(0.61)	1.54
EMF	0.93	0.23	0.18	0.57	0.71	(1.07)	2.05	(1.60)	5.66

Muhlenkamp Fund Competitive Analysis

The better you understand Muhlenkamp Fund competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Muhlenkamp Fund's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Muhlenkamp Fund's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	MUHLX	HSFNX	FMPFX	SECEX	TRRUX	OPP	IIF	RIV	NUW	SBFCX
	1.03 81.65 Muhlenkamp	0.62 30.67 Hennessy	0.93 39.23 Nuveen	1.92 23.32 Guggenheim	0.32 12.59 TRRUX	0.50 7.92 RiverNorthDoubleLine	0.16 24.37 Morgan	0.33 12.06 Rivernorth	0.55 14.55 Nuveen	1.16 18.26 Victory
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Solid	Solid	Fair	Weakest	Good	Soft	Weakest	Good	Fair	Soft
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Under Valued	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Strong Hold	Strong Hold	Strong Buy	Strong Buy	Strong Buy	Strong Hold	Strong Hold
Net Asset	248.57 M	73.93 M	128.25 M	226.17 M	252.63 M	N/A	N/A	N/A	N/A	245.84 M
Minimum Initial Investment	1.5 K	N/A	N/A	N/A	2.5 K	N/A	N/A	N/A	N/A	N/A
Price To Book	2.23	1.21	N/A	2.27	1.96	N/A	0.94	N/A	N/A	2.21
Five Year Return	16.59	10.7	2.97	13.23	4.68	3.31	9.43	7.72	0.51	4.22
One Year Return	24.9	19.24	8.65	14.29	10.49	10.4	1.6	14.81	3.65	5.11
Last Dividend Paid	0.13	0.2	N/A	0.19	0.15	1.77	0.27	2.04	0.47	0.05
Price To Earning	14.73	2.48	N/A	15.35	17.03	6.11	20.94	6.82	13.39	13.55
Beta	N/A	N/A	N/A	N/A	N/A	0.09	0.84	0.4	0.05	N/A
Price To Sales	0.78	4.67	N/A	1.01	1.45	N/A	149.5	N/A	N/A	2.59
Cash Position Weight	8.37	7.47	1.06	19.95	8.13	N/A	N/A	N/A	N/A	1.85
Equity Positions Weight	89.42	92.53	98.94	2.36	35.92	N/A	N/A	N/A	N/A	17.12
Three Year Return	17.41	11.12	13.1	20.52	9.35	10.07	13.46	13.02	3.24	6.81
Annual Yield	0.004	0.0078	N/A	0.0015	0.0354	0.0051	0.0111	0.0065	0.005	0.0326
Year To Date Return	11.15	12.55	1.12	1.12	2.03	0.93	0.0358	0.87	0.99	0.88
Bond Positions Weight	N/A	N/A	N/A	6.59	53.72	N/A	N/A	N/A	N/A	N/A
Ten Year Return	3.95	3.45	12.06	11.23	N/A	N/A	N/A	N/A	N/A	8.02
Day Typical Price	81.65	30.67	39.23	23.32	12.59	7.93	24.33	12.05	14.54	18.26
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	1250.16	101.94	407.42	213.66	N/A
Daily Balance Of Power	9.2 T	0	9.2 T	9.2 T	9.2 T	(0.67)	0.2667	(0.40)	1.0	9.2 T
Period Momentum Indicator	0.83	(0.19)	0.36	0.44	0.04	(0.04)	0.04	(0.04)	0.08	0.21
Rate Of Daily Change	1.01	0.99	1.01	1.02	1.0	0.99	1.0	1.0	1.01	1.01
Day Median Price	81.65	30.67	39.23	23.32	12.59	7.94	24.32	12.05	14.53	18.26
Price Action Indicator	0.42	(0.1)	0.18	0.22	0.02	(0.04)	0.075	(0.01)	0.06	0.11
Coefficient Of Variation	374.16	407.0	894.32	8225.45	499.25	1585.71	(1,731)	526.19	814.99	1214.16
Mean Deviation	0.7756	1.27	1.04	0.5899	0.2801	0.3587	0.5707	0.4763	0.2724	0.3022
Jensen Alpha	0.1793	0.3876	0.0461	0.004	0.0703	0.0046	(0.09)	0.068	0.032	0.025
Total Risk Alpha	0.1464	0.2584	(0.01)	(0.09)	0.0389	(0.03)	(0.15)	0.0379	(0.01)	(0.02)
Sortino Ratio	0.1521	0.325	0.0437	(0.1)	0.0321	(0.11)	N/A	0.0278	(0.15)	(0.17)
Downside Variance	1.22	1.43	1.45	0.8343	0.1041	0.3736	N/A	0.3141	0.1391	0.1559
Standard Deviation	0.9952	1.98	1.35	0.7865	0.5426	0.4773	0.8118	0.5994	0.3402	0.3855
Kurtosis	0.4807	12.7	1.67	0.466	33.33	0.7474	5.25	0.3278	(0.19)	0.2819
Potential Upside	1.79	3.76	2.34	1.13	0.5659	0.7663	0.9285	1.0	0.5529	0.6623
Treynor Ratio	0.2948	0.4737	0.1313	0.0087	0.307	0.1142	(0.15)	0.2557	(11.34)	(0.59)
Maximum Drawdown	4.66	14.51	6.65	3.8	4.52	2.43	4.47	2.96	1.52	1.54
Variance	0.9905	3.92	1.82	0.6186	0.2944	0.2278	0.659	0.3593	0.1157	0.1486
Market Risk Adjusted Performance	0.3048	0.4837	0.1413	0.0187	0.317	0.1242	(0.14)	0.2657	(11.33)	(0.58)
Risk Adjusted Performance	0.2163	0.203	0.0937	0.0096	0.1559	0.0438	(0.05)	0.149	0.0848	0.0553
Skewness	(0.57)	2.5	0.5202	(0.28)	4.89	(0.55)	1.17	0.2957	(0.26)	0.084
Semi Deviation	0.7271	0.7428	1.06	0.8306	0.0	0.4627	N/A	0.3385	0.2476	0.3019
Information Ratio	0.1685	0.196	0.039	(0.11)	0.0191	(0.14)	(0.18)	0.026	(0.17)	(0.17)
Value At Risk	(1.45)	(1.13)	(1.78)	(1.46)	(0.42)	(0.89)	(0.96)	(0.82)	(0.63)	(0.61)
Expected Short fall	(0.83)	(1.70)	(1.19)	(0.58)	(0.38)	(0.39)	N/A	(0.56)	(0.31)	(0.35)
Downside Deviation	1.1	1.19	1.21	0.9134	0.3226	0.6112	N/A	0.5604	0.373	0.3949
Semi Variance	0.5287	0.5518	1.13	0.6898	(0.06)	0.2141	N/A	0.1145	0.0613	0.0911

Muhlenkamp Fund Competition Performance Charts

Five steps to successful analysis of Muhlenkamp Fund Competition

Muhlenkamp Fund's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Muhlenkamp Fund Inst in relation to its competition. Muhlenkamp Fund's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Muhlenkamp Fund in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Muhlenkamp Fund's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Muhlenkamp Fund Inst, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Other Information on Investing in Muhlenkamp Mutual Fund

Muhlenkamp Fund financial ratios help investors to determine whether Muhlenkamp Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Muhlenkamp with respect to the benefits of owning Muhlenkamp Fund security.

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