MHEFX Mutual Fund

MHEFX Mutual Fund (MH Elite Fund of Funds) is managed by MH Elite with $34.7M in net assets. MHEFX expense ratio is 1.83%, holding 16 positions across various sectors. Inception date: 2004-01-13.

MHEFX performance shows a YTD return of 7.25%. The 1-year return is 14.75% and the 5-year return is 7.35%. MHEFX dividend yield stands at 7.31%, paid annually.

MHEFX top holdings include Nasdaq-100 Index Fund Investor Share Class (10.7%), Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (8.2%), Putnam Large Cap Value (8.2%), Fidelity Mega Cap Stock Fund (7.9%), Bny Mellon Dynamic Value Class I (7.7%). Go to all MHEFX holdings, MHEFX sectors, or MHEFX dividends.

MHEFX can be compared against other funds. Use MHEFX overlap to find shared positions, or MHEFX vs another fund for a side-by-side view. MHEFX alternatives are available via the screener, along with tax-loss harvesting opportunities.