MHELX Mutual Fund
MHELX Mutual Fund
MHELX Mutual Fund
MH Elite Small Cap Fund of Funds
MHELX Mutual Fund Overview
MHELX Mutual Fund (MH Elite Small Cap Fund of Funds) is managed by MH Elite with $15.7M in net assets. MHELX expense ratio is 2.07%, holding 13 positions across various sectors. Inception date: 1998-09-01.
MHELX performance shows a YTD return of 17.85%. The 1-year return is 29.92% and the 5-year return is 6.63%. MHELX dividend yield stands at 6.16%, paid annually.
MHELX top holdings include Aegis Value Class I (11.3%), Oberweis Micro-Cap Fund Investor Class (10.2%), Hood River Small-Cap Growth Class I (9.0%), Invesco Small Cap Value Fund (9.0%), Vanguard Strategic Small-Cap Equity Investor Class (7.5%). Go to all MHELX holdings, MHELX sectors, or MHELX dividends.
MHELX can be compared against other funds. Use MHELX overlap to find shared positions, or MHELX vs another fund for a side-by-side view. MHELX alternatives are available via the screener, along with tax-loss harvesting opportunities.